Instructor
Erika Segal
Instructor
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. quickly. CPACharge will walk through five ways you can make small changes to your practice that result in a significant positive impact on your bottom line.
Speaker: Erika Segal
Erika is the Associate Brand Manager for CPACharge. 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.
Upon completion of this course, participants will be able to,
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CPA firm owners, leaders, and staff members who are interested in running an accounting firm. This webinar is intended for CPAs, enrolled agents and bookkeepers in small, medium, and large firms. It is not intended for those in private accounting.