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Accountant Marketing 101: Building an Exceptional Client Experience

Communications & Marketing

ACCOUNTANT MARKETING 101: BUILDING AN EXCEPTIONAL CLIENT EXPERIENCE

Watch Archived Video

Cost Free

Presentation Length 1.0 hour

Recorded DateJuly 20, 2022

CPE:Not available

(archived webinars do not offer CPE credits)

Subject AreaCommunications & Marketing

Course LevelBasic

Who Should AttendCPA - small firm
CPA - medium firm
Other

Series: Marketing, Sales, and Business Development

Course Description

Is your firm doing all it can to optimize your client experience? When it comes down to it, operating a successful tax and accounting practice is so much more than just the actual act of doing the specific tasks you're paid for. It's about ensuring your clients are happy with the way they're experiencing your firm—otherwise, you can be sure you'll start losing clients to competitors who care.

The last few years have drastically changed how firms can interact with their clients as technology has opened a window of opportunity for firms to revitalize their client experience.

Learning Objectives:

Summarize starting and best practices for onboarding a new client

Identify basics of a GREAT client experience

List strategies to ensure your clients receive the most seamless experience possible to keep them coming back forever

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Lee Reams II

CountingWorks PRO
CEO and Founder
[email protected]
(818) 338-8700 ext. 222

Lee Reams II (Founder & CEO) is the energy behind CountingWorks PRO. He is actively involved in product development, marketing, and website development. He prides himself on listening to clients' needs while developing first-class solutions and is known to monitor his iPhone at all hours of the day. In addition, Lee has presented marketing and growth concepts to tens of thousands of tax and accounting professionals. When Lee is not busy putting his ideas to work, he enjoys spending time with his wife, Allison, and daughter, Whitney. Also, he is an active hiker, mountain biker and loves exploring the Sierra backcountry.

Erron Stark

ADP
Divison Vice President - Channel Sales
[email protected]

Erron Stark is the Division Vice President of Channels for ADP, LLC, responsible for driving revenue and managing sales operations for ADP’s accountant, bank, and client channels. With more than 13 years in the HCM industry, Erron has held many leadership roles at ADP with responsibilities, including developing programs and managing teams that help accounting professionals and their clients attract top talent, comply with regulations and achieve their goals.

About Our Presenter

Trusted by thousands of tax and accounting professionals and with award-winning marketing automation technology, CountingWorks PRO has been helping professionals to build and grow five-star practices for more than a decade. With its marketing automation technology, CountingWorks PRO provides small firms with state-of-the-art digital marketing technology and automation solutions which include websites, blogs, email newsletters, secure client portals, appointment and e-sign tools, social media marketing, search engine optimization, reputation building and more. With its TaxBuzz and CountingWorks financial marketplaces, CountingWorks PRO provides ways for millions of small business owners and taxpayers to connect and engage. For more information, visit www.countingworkspro.com.