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CICPAC Webinars


WEB150218 - Current Client Cultivation: Outperform During Tax Season by Cross-Selling Clients


Feb 18, 2015 11:30am ‐ Feb 18, 2015 12:30pm


Credits: None available.

Description

Marketing and cross-selling should take the stage during tax season! Are you seeking opportunities with your existing clients or simply going through the motions? The strongest CPA firms are not only providing exceptional client service now, but they are identifying the potential areas for future business within their existing client base.


Objectives:

  • What current client cultivation is and isn’t;
  • What it can do for your firm;
  • Examples of how to cultivate / nurture clients

This program is free to all CICPAC members, and is appropriate for staff accounting personnel at all levels.


Field of Study: Specialized Skill
Level: Basic
Prerequisite: None
Advanced Preparation: None
Recommended CPE Credit: 1

For further information and administrative policies contact:

Executive Director: John Corcoran – 1-800-864-0491 - jcorcoran@cicpac.com


Construction Industry CPAs/Consultants Association (CICPAC) 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. Stateboards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

Speaker(s):

Credits

  • 1.00 - SPECIALIZED SKILLS

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