When accountants talk about an engagement, they are usually referring to an agreement to perform a particular type of client service. But true client engagement is about building the kind of relationship that leads to more billable engagements. It’s about understanding each client’s unique needs and helping him or her find the right solution. In this session, you will learn how and why to form a deeper relationship with your clients. We’ll share tools and tips for pulling all of your client information together so you can deliver the kind of service your clients crave. With better service comes higher value and ultimately, higher billings.
Understand the barriers to building client relationships and how to remove them.
Know how to measure and grow client engagement.
Learn about automated solutions for capturing and storing client information.
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.
Results CRM
Senior Account Manager
[email protected]
(703) 430-9110 ext. 311
Mike is a technology professional with many years of experience working with professionals and small and mid-sized businesses, to help them fully leverage the power of technology. He uses his expertise in integrated CRM to show organizations how to boost revenue, increase client satisfaction and improve business efficiency.