April 30, 2025

Webinar

2 CPE

Webinar (CPA Crossings): Audit 504: Making Rain - Success with Clients and Prospects 🗓️

April 30, 2025
Webinar
2 CPE

Webinar (CPA Crossings): Audit 504: Making Rain - Success with Clients and Prospects 🗓️

  • View Bio

    Instructor

    Jennifer
    Louis

    View Bio

    Jennifer Louis, CPA

    Bio

    Jennifer focuses her energy on designing and delivering high-quality and engaging accounting and auditing training. Prior to founding Emergent Solutions Group, LLC, she was Director of Audit Product Development at Surgent Professional Education.

  • 🗓️ View additional dates for this course

    Making Rain
  • Improving Success with Retaining Clients and Attracting Prospects provides tips and techniques for ensuring that your firm has the capacity to grow and expand its book of business in a healthy way. It costs more money to develop a new client than to simply retain an existing one. While a CPA firm with longevity needs to continuously develop new business to replace departing clients, a proper balance of marketing efforts should be divided between existing clients and prospects. Note: This course is recommended as a part of a 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has client relationship or prospecting responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation, you will be able to...
  • Identify the importance of continuously marketing to retain existing clients
  • Recognize best practices for developing opportunities to engage with prospective clients
  • Recall what differentiates your firm and its services from the competition in a way that is easily communicated and understood

Major Topics

The major topics covered in this course include:

  • Continued marketing to existing clients
  • How to better connect with existing and prospective clients
  • Motivating prospective clients to engage with your firm
  • Methods for building value perceptions with existing and prospective clients
  • Differentiating your firm from the competition, including translating features into benefits
  • Handling objections and closing a sale

CPE Credits Available

2 CPE
2
Personal Development

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Accounting & Auditing

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Accountants retaining existing clients and developing prospective new clients

Provider

CPA Crossings, LLC

This event has ended.