Big Four Reasons Why CPAs and Consultants Are Fired

Overview

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!

Highlights

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?

Prerequisites

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.

Designed For

Who should attend: Corporate Financial Leaders, Corporate Financial Managers, CEOs, CFOs, Controllers, Board members, advisors, and Consultants.

Objectives

Understand four causes why clients fire their CPAs and consultants along with over forty recommendations to help prevent clients from moving on