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Live Webcast Replay

Big Four Reasons Why CPAs and Consultants Are Fired


Total Credits: 2 including 2 Business Management & Organization - Non-technical

Average Rating:
   9
Categories:
Industry |  Personal Development |  Professional Development |  ACPEN Industry Institute
Faculty:
Don Minges, MBA
Course Levels:
Intermediate
Duration:
2 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Whether you are in public practice, a consultant, or in industry – no one wants to lose their clients or their job. But why do so many CPAs treat their clients badly?  Result - the client fires that CPA. What are the four (4) leading reasons why clients fire their CPA or consultant?  Why do these actions alienate clients? Agreed, some of these actions may be unintentional, but the result is the same, the client moves on. Frustrating because it takes a long time to cultivate good clients.   

The discussion focuses on over forty (40) recommendations to strengthen the relationship with the client, to hopefully prevent the client from moving on. You may not practice the Big Four Reasons Why CPAS are Fired, but you probably know others who do. What are the lessons learned? We will discuss proven techniques to effectively retain existing clients, keep you employed and help you gain new clients! 

Basic Course Information

Learning Objectives
  • Understand four causes why clients fire their CPAs and consultants along with over forty recommendations to help prevent clients from moving on

Major Subjects
  • Do public practice CPA firms and consultants want to retain their clients?
  • What are the Big Four Reasons Why CPAs are Fired?
  • What are the actions to take to prevent being fired?
  • What does a CPA offer to their clients?

Course Materials

Faculty

Don Minges, MBA's Profile

Don Minges, MBA Related Seminars and Products


Don Minges, MBA, is a fractional CFO who works in diverse industries at various development stages.  His expertise is in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis.  Don has experience raising equity for several growing firms and has invested equity capital into promising businesses.  He has served on the Board of Directors for many firms.  He graduated with highest honors from the Fuqua School of Business at Duke.


Dates

Thu, Mar 07, 2024 - 12:00pm to 02:00pm EST
Sat, Mar 16, 2024 - 02:00pm to 04:00pm EDT
Fri, Mar 29, 2024 - 04:00pm to 06:00pm EDT
Thu, Apr 04, 2024 - 10:00am to 12:00pm EDT
Wed, Apr 17, 2024 - 12:00pm to 02:00pm EDT
Fri, May 10, 2024 - 02:00pm to 04:00pm EDT
Mon, May 20, 2024 - 04:00pm to 06:00pm EDT
Mon, Jun 03, 2024 - 10:00am to 12:00pm EDT
Fri, Jun 14, 2024 - 12:00pm to 02:00pm EDT
Sat, Jun 15, 2024 - 10:00am to 12:00pm EDT
Thu, Jun 20, 2024 - 07:00pm to 09:00pm EDT
Mon, Jul 08, 2024 - 04:00pm to 06:00pm EDT
Sat, Jul 20, 2024 - 10:00am to 12:00pm EDT
Fri, Jul 26, 2024 - 12:00pm to 02:00pm EDT
Fri, Aug 09, 2024 - 02:00pm to 04:00pm EDT
Tue, Aug 27, 2024 - 04:00pm to 06:00pm EDT
Fri, Sep 13, 2024 - 10:00am to 12:00pm EDT
Thu, Sep 26, 2024 - 12:00pm to 02:00pm EDT
Thu, Oct 10, 2024 - 02:00pm to 04:00pm EDT
Sat, Oct 19, 2024 - 04:00pm to 06:00pm EDT
Mon, Oct 21, 2024 - 10:00am to 12:00pm EDT
Thu, Nov 14, 2024 - 12:00pm to 02:00pm EST
Wed, Nov 27, 2024 - 02:00pm to 04:00pm EST
Mon, Dec 02, 2024 - 04:00pm to 06:00pm EST
Thu, Dec 12, 2024 - 06:00pm to 08:00pm EST
Thu, Dec 12, 2024 - 07:00pm to 09:00pm EST
Fri, Dec 27, 2024 - 12:00pm to 02:00pm EST
Sat, Dec 28, 2024 - 10:00am to 12:00pm EST

Additional Info

Basic Course Information

Prerequisites 1) At least six (6) months of work experience after college graduation, in a professional accounting, finance or similar role, and 2) at least six (6) months of work experience communicating with other professionals in the business hierarchy and with clients, vendors, suppliers and others.  
Advanced Preparation None
Designed For Who should attend: Corporate Financial Leaders, Corporate Financial Managers, CEOs, CFOs, Controllers, Board members, advisors, and Consultants. 
Original Recording Date 04/04/2022
Course Developer The Knowledge Institute, LLC  
Date Added to Catalog 03/29/2022
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Promo Video

Reviews

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Overall:      4.3

Total Reviews: 9

Comments

Anthony D - Gaylord, Michigan

"Interesting!"