CPA - small firm
CPA - medium firm
We need a lot of information from our clients as we do the work of organizing, analyzing, and interpreting their financial and operational results, but what happens if we can’t get the information we need? We become those annoying people who keep hounding clients for a bunch of information they don’t understand and don’t know where to find. There must be a better way.
There is a better way! In this webinar, attendees will learn how the right tools and a different way of working can help you shift the relationship as you put your client at the center of your firm.
Learning Objectives:
- Determine how to outline the accountant’s role in receiving slow responses from clients
- Recognize the impact of information exchanges on the overall client experience
- Identify examples of tried-and-true methods (including the role that technology plays) to optimize the client experience for the benefit of both client and accountant
Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.
She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.
She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.
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