Total Credits: 2 including 2 Business Management & Organization - Non-technical
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!
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
Slides Handout (2.6 MB) | Available after Purchase |
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.
Fri, May 10, 2024 - 08:00am to 10:00am HAST
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Mon, May 20, 2024 - 10:00am to 12:00pm HAST
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Mon, Jun 03, 2024 - 04:00am to 06:00am HAST
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Fri, Jun 14, 2024 - 06:00am to 08:00am HAST
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Sat, Jun 15, 2024 - 04:00am to 06:00am HAST
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Thu, Jun 20, 2024 - 01:00pm to 03:00pm HAST
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Mon, Jul 08, 2024 - 10:00am to 12:00pm HAST
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Sat, Jul 20, 2024 - 04:00am to 06:00am HAST
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Fri, Jul 26, 2024 - 06:00am to 08:00am HAST
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Fri, Aug 09, 2024 - 08:00am to 10:00am HAST
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Tue, Aug 27, 2024 - 10:00am to 12:00pm HAST
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Fri, Sep 13, 2024 - 04:00am to 06:00am HAST
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Thu, Sep 26, 2024 - 06:00am to 08:00am HAST
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Thu, Oct 10, 2024 - 08:00am to 10:00am HAST
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Sat, Oct 19, 2024 - 10:00am to 12:00pm HAST
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Mon, Oct 21, 2024 - 04:00am to 06:00am HAST
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Thu, Nov 14, 2024 - 07:00am to 09:00am HAST
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Wed, Nov 27, 2024 - 09:00am to 11:00am HAST
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Mon, Dec 02, 2024 - 11:00am to 01:00pm HAST
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Thu, Dec 12, 2024 - 01:00pm to 03:00pm HAST
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Thu, Dec 12, 2024 - 02:00pm to 04:00pm HAST
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Fri, Dec 27, 2024 - 07:00am to 09:00am HAST
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Sat, Dec 28, 2024 - 05:00am to 07:00am HAST
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Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
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
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Online Registration
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