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Free Webinar 'WINNING AND KEEPING THE NEXT GENERATION OF CLIENTS IN YOUR ACCOUNTING FIRM'

Free Webinar Presented by: Katey Maddux of Millennial Accounting on CPA Academy

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Cost Free CPE Credits 1.0 hour

Who should attend? CPA - small firm, medium firm

Course Description

What do next-gen clients want? Millennial clients really dislike email, and how old are you making yourself look with your current processes and systems? Your technology may be making you look outdated or irrelevant. You WILL have millennial clients, so how can you attract the next generation without leaving your current clients behind? This webinar will answer these questions and much more.

Learning Objectives:

  • Identify how to address the needs of newer generations without leaving your older clients behind

  • Uncover sustainable practices to streamline your business so you can have one process that delights multiple generations

  • Learn key strategies to up your client experience game and choose a tech stack that works for everyone