Key takeaways
In general, accounting professionals tend to focus more on getting the work done and not so much on how they interact with clients to actually get it done. However, continuously improving client communication is remarkably important and should be a top priority.
In this course, Erika Segal, Brand Manager with CPACharge will discuss everything you need to know but didn't think to ask about email marketing and social media as well as how and when to communicate with your clients. Whether you know your communication needs improvement or you just want to learn the current best practices, you don't want to miss this session.
Learning Objectives
Identify the current status of your client communication strategy.
Discover best practices for communication, both internally and externally.
Recognize the quick fixes you can make to improve your communication practices.
Prerequisites
None
Advanced Preparation
None
Instructors
Erika Segal Brand ManagerCPACharge
Erika loves speaking about payment solutions and teaching professionals how to make their firm the best it can be. She has experience in communications, marketing, and customer service spanning over ten years.