April 29, 2024


2 Total CPE Credits


Audit 504: Making Rain - Success with Clients and Prospects

  • Instructor

    Jennifer Louis

Learning Objectives

After attending this presentation, you will be able to...
  • Identify the importance of continuously marketing to retain existing clients
  • Recognize best practices for developing opportunities to engage with prospective clients
  • Recall what differentiates your firm and its services from the competition in a way that is easily communicated and understood

Major Topics

The major topics covered in this course include:

  • Continued marketing to existing clients
  • How to better connect with existing and prospective clients
  • Motivating prospective clients to engage with your firm
  • Methods for building value perceptions with existing and prospective clients
  • Differentiating your firm from the competition, including translating features into benefits
  • Handling objections and closing a sale

CPE Credits Available

Total CPE
Personal Development

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • A&A

Advanced Preparation


Intended Audience

Accountants retaining existing clients and developing prospective new clients


CPA Crossings

Register For This Event

  • ASCPA Member

    $ 89 89
  • ASCPA Non-Member

    $ 139 139
    Your Price

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