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WEBINAR ON CREATING YOUR DREAM PRACTICE

Learn to Pick Great Clients, Screen the Bad Ones and Manage Your Relationships

Advice from cloud accountants generating over $1 million in revenue

As an accountant or bookkeeper, you want to work with the best clients, those that value your work and expertise. But, it can be hard to wade through the challenging clients to find the gems.

This webinar features advice from accountants and bookkeepers who've worked with challenging clients, created and tested successful screening strategies and are nailing client management. They include LiveCA, Keep., ConnectCPA and The Accounting Department.

In this webinar, you'll learn about:

  • The characteristics of great clients
  • Questions to ask to screen for potentially challenging clientele
  • Best practices for client relationship management

 

Register and we'll email you the video!

 

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