March 10, 2023


1 Total CPE Credits


Webinar (CPA Crossings): Ethics: How to Attract and Keep the Best Clients

  • Instructor

    Bruce Weinstein

Learning Objectives

After attending this presentation you will be able to:

  • Recognize the four crucial elements of accountability
  • Identify how to become more accountable to clients
  • Act upon the Call to Action items provided at the end of the webinar, which will help you attract and keep the best clients

Major Topics

We’ll do a deep dive into the four elements of accountability:

  • Keeping your promises
  • Considering the consequences of your actions
  • Taking responsibility for your mistakes
  • Correcting your mistakes

We’ll also discuss the differences between good and bad clients. Hint: it’s not just about how long it takes for you to get paid.

We’ll conclude with a Call to Action so that you can put a few of the lessons from this webinar into practice immediately. Even doing one of the items that Bruce suggests will enrich your accounting practice and your life.

CPE Credits Available

Total CPE
Behavioral Ethics

Things to Know About This Course

Course Level

  • Basic



Advanced Preparation

You will benefit by reading presenter Bruce Weinstein’s bookThis 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

CPAs, CFOs, controllers, internal auditors, board members, business owners, attorneys, entrepreneurs, compliance professionals, HR managers


CPA Crossings, LLC

This event has ended.