Shame on your CPA

Shame is one of those inflamatory words that puts all of us on notice. Recently I heard it used by a banker as he was relaying a conversation he had with one of his business clients. The client was upset because the bank couldn’t extend his line of credit. The banker spent the better part of an hour disecting the client’s financials and teaching the client about some of his critical ratios that were out of whack. His final comment was, “Shame on CPAs for not educating their clients about how to run a better business.”

According to numerous polls, there are a lot of CPAs who are chronically underserving their clients. This 2 hour on-line training won’t cure the problem completely but it will go a long way toward helping CPAs be more effective with their clients.  We are confident that it will forever change the way you work with your clients.

We are on a mission to raise expectations business owners have of their CPA. We figure if clients start asking for more, it will make it easier for CPAs who are passionate about helping their clients succeed add more value to the relationship.

Join us for the webinar and decide for yourself if you could be doing more for your clients. There’s no risk, we offer a no questions asked, money back guarantee on all our training events. We recommend you include as many of your team as you can since the $249 is per internet connection. This is a great training opportunity for you and your team!

Here are the details:

July 20, 2010 8-10 am (pacific) $249/connection                 Click here to register

The Fundamentals course highlights the philosophical and practical concepts behind building a “client centric” service strategy. Client Centric means putting your clients needs first and letting the services follow, rather than focusing on your list of services. Client Centric firms typically serve fewer clients but at a much higher level of service resulting in higher value for the firm and their clients. This higher level of service also leads to more challenging work for young professionals which results in higher staff retention rates and faster advancement toward partner-level responsibilities.
Learning Objectives:

• Introduction to $COPE concepts; five performance areas and the five analytical perspectives applied within those performance areas
• Why a multi-perspective approach to business management is so critical to success
• How to avoid a lop-sided approach to reporting and managing day-to-day decisions
• How to build a dashboard with strategically focused measures
• How to create “line of sight” ownership for every level of employee
• How to turn financial statements into meaningful management tools
• How to double your close rate with prospects using $COPE tools
• How to talk to clients with confidence and really make a difference in their business

Delivery Method: 2 hrs  on-line training

Who should attend? All Professional Staff

Take Away: List of key performance indicators for all five of the key performance areas:

$ Financial

C ustomers

O perations

P eople

E nd in Mind