November 29, 2022

Webinar

2 Total CPE Credits

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Big Four Reasons Why CPAs and Consultants Are Fired

  • Instructor

    Don Minges

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
Total 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

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