Big Four Reasons Why CPAs and Consultants Are Fired

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Instructor

Don
Minges

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Don Minges

Bio

Don Minges is a fractional CFO who worked in diverse industries at various stages of development. He has experience in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis. Don has experience raising equity for several growing firms and has also invested equity capital into promising businesses. He has served on the Board of Directors of many firms. Mr. Minges graduated with highest honors from the Fuqua School of Business at Duke.

Whether you are in public practice, a consultant, or in industry – no one wants to lose their clients or their job. But why do so many CPAs treat their clients badly? Result - the client fires that CPA. What are the four (4) leading reasons why clients fire their CPA or consultant? Why do these actions alienate clients? Agreed, some of these actions may be unintentional, but the result is the same, the client moves on. Frustrating because it takes a long time to cultivate good clients.

The discussion focuses on over forty (40) recommendations to strengthen the relationship with the client, to hopefully prevent the client from moving on. You may not practice the Big Four Reasons Why CPAS are Fired, but you probably know others who do. What are the lessons learned? We will discuss proven techniques to effectively retain existing clients, keep you employed and help you gain new clients!

Learning Objectives

Understand four causes why clients fire their CPAs and consultants along with over forty recommendations to help prevent clients from moving on

Major Topics

Do public practice CPA firms and consultants want to retain their clients?
What are the Big Four Reasons Why CPAs are Fired?
What are the actions to take to prevent being fired?
What does a CPA offer to their clients?

CPE Credits Available

2 CPE

2: Business Management & Organization

Things to Know About This Course

Course Level

Intermediate

Prerequisites

1) At least six (6) months of work experience after college graduation, in a professional accounting, finance or similar role, and 2) at least six (6) months of work experience communicating with other professionals in the business hierarchy and with clients, vendors, suppliers and others.

Advanced Preparation

None

Intended Audience

Who should attend: Corporate Financial Leaders, Corporate Financial Managers, CEOs, CFOs, Controllers, Board members, advisors, and Consultants.

Provider

ACPEN