Big Four Reasons Why CPAs and Consultants Are Fired
Total Credits: 2 including 2 Business Management & Organization - Non-technical
- Average Rating:
- 14
- Categories:
- Industry | Personal Development | Professional Development | ACPEN Industry Institute
- Faculty:
- Don Minges, MBA
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
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!
Basic Course Information
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 Subjects
- 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?
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| Slides Handout (2.6 MB) | Available after Purchase | ||
Faculty
Don Minges, MBA Related Seminars and Products
Don Minges, MBA, is a fractional CFO who works in diverse industries at various development stages. His expertise is 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 invested equity capital into promising businesses. He has served on the Board of Directors for many firms. He graduated with highest honors from the Fuqua School of Business at Duke.
Dates
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Wed, Nov 27, 2024 - 12:00pm to 02:00pm MST
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Mon, Dec 02, 2024 - 02:00pm to 04:00pm MST
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Thu, Dec 12, 2024 - 04:00pm to 06:00pm MST
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Thu, Dec 12, 2024 - 05:00pm to 07:00pm MST
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Fri, Dec 27, 2024 - 10:00am to 12:00pm MST
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Sat, Dec 28, 2024 - 08:00am to 10:00am MST
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Additional Info
Basic Course Information
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
Designed For Who should attend: Corporate Financial Leaders, Corporate Financial Managers, CEOs, CFOs, Controllers, Board members, advisors, and Consultants.
Original Recording Date 04/04/2022
Course Developer The Knowledge Institute, LLC
Date Added to Catalog 03/29/2022
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Promo Video
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