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CPA - small firm
CPA - medium firm
In this interactive course, accounting and finance professionals will learn essential strategies to enhance client relationships significantly. Gain insights into the motivations and challenges faced by entrepreneurs and explore the pivotal role of trust in fostering lasting connections with clients. Supported by real-world examples, discover actionable approaches to tailor solutions, drive innovation, and position yourself as a trusted advisor. Transform numerical data into meaningful impacts to help clients realize their aspirations effectively.
Learning Objectives:
- Identify the key drivers and challenges faced by clients in accounting and finance
- Recognize the importance of trust in establishing impactful client relationships
- Determine proactive solutions for problem-solving and early opportunity identification
- List technology tools to enhance efficiency and drive superior outcomes
- Recall effective communication techniques to nurture long-term client loyalty
Tal Ben Bassat
Anchor
COO & CFO
[email protected]
Tal Ben Bassat is an MBA graduate, lawyer, and CPA who worked at KPMG and PWC, and has experience as an international business consultant. As a former tax firm owner for accountants, he has firsthand experience in building and leading a successful practice, giving him a profound understanding of the challenges and opportunities within the accounting profession. Tal's tenure as the Director of Product Strategy, M&A, and Business Development at Mastercard honed his strategic and business acumen, preparing him to tackle complex financial landscapes and drive growth through innovative strategies. Today, he serves as the CFO and COO at Anchor, a hyper-growth startup for accounting firms that grew by 50% since the beginning of 2024. He is co-spearheading the delivery of automated billing and collections to service providers. Tal's career experiences make him a unique and dynamic finance leader with a broader business and financial perspective than most, making him an excellent source of information on revenue protection and dynamic pricing.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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CPAacademy.org (Sponsor Id#: 111889) 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.
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