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Self-Study CPE
A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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Free cpe webinars
Managing a Client Experience 2.0 Accounting Firm

MANAGING A CLIENT EXPERIENCE 2.0 ACCOUNTING FIRM

Available Date(s)
Monday, July 26, 2021: 2:00PM EDT
Thursday, August 12, 2021: 3:00PM EDT
Tuesday, August 17, 2021: 4:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Designed for owners, managing partners, and supervising members of progressive firms, this course is a deep dive into leadership principles and practices designed to help your firm create an environment for staff and clients that places the client firmly in the center of the firm.  You’ll learn how to maximize every touchpoint your firm has with clients and bring staff along on the journey so they are invested in creating the best possible experience for your valued clients.

Learning Objectives:


  • Identify how to adopt a Client Experience 2.0 mindset across everything you and your staff do

  • Recall the recommended ways to roll out CX 2.0 practices in established firms

  • Identify tried and true methods to ensure consistency across staff

  • Establish operating rhythms that keep the firm working at peak efficiency

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Andrew Wall CPA, CMA

CPA4it.ca
Managing Partner
a.wall@cpa4it.ca
(800) 465-7532

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Andrew Wall is a Chartered Professional Accountant and Certified Management Accountant with over 19 years in accounting and IT development. He is the managing partner at  CPA4it.ca; a cloud-based accounting firm focused on helping small businesses. Andrew is a global thought leader and has been recognized as the top 100 Accounting influencers (Avalara.com).

Andrew is passionate about the cloud.  His Firm CPA4it.ca has been ranked as one of the top 100 cloud brands in the world (onalytica.com), and Andrew has been recognized as one of the top 50 cloud accountants in North America four years in a row (hubdoc.com).  

Andrew’s first experience with cloud accounting was as a developer on a cloud-based accounting application. In 1999 Andrew and a team of developers applied for a patent on web-based software that enabled accountants to work with offshore resources. As a result of his work on this software, Andrew has appeared on the CBC television show “Venture” and was invited to speak at the International Trade Centers executive forum on global outsourcing.
 

Additional Materials
Data sheet
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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A great small business tax accountant does more than just measure value, they create it. At CPA4IT our goal is to save you substantially more than it costs you for our services. Over the last 30 years we have developed tax strategies designed to help you keep more of your hard earned money. If you would like to learn how we can help you pay less tax, simply download our FREE Guide to Pay Less Tax.