PST1923 - Panel: How Not To Get Fired By Clients

Description

Of the top three reasons clients fire their accounting firms, cost is only the third item on the list. Research on business leaders shows that clients fire their firms for subjective reasons, but reasons that firms can influence and control. Many firms believe they offer extraordinary client service and provide highly valued advice, but clients are the ultimate judge of these claims.

This session will help attendees:

1. Understand the top reasons clients fire firms.
   
2. Learn how to control the factors that are likely to get firms fired.
   
3. Leverage success in advisory services to drive more business.

Speaker(s):

• Aaron Berson, CPA, Managing Director of VRTL, Gettry Marcus CPA P.C.
• Dixie McCurley, Partner, Digital Advisory, Client Accounting Services Leader, Cherry Bekaert Advisory LLC
• Christine Triantos, Principal, Business Services & Outsourcing, BDO
• Jane Willis, VP of Marketing, Accountant Channel, Bill.com