Skip to main content

Surgent's Mastering Client Management for Accounting and Finance Professionals


Add to Calendar


2.00 Credits

Member Price $99.00

Non-Member Price $124.00


Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today’s competitive landscape.

Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients.


  • The evolving landscape of client expectations in the accounting profession
  • Building strong and lasting client relationships through effective communication, empathy, and proactive service
  • Implementing efficient client onboarding and engagement processes
  • Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service
  • Effectively resolving client concerns and complaints
  • Utilizing client feedback to continually improve your practice



Designed For

Anyone in the accounting or financial service professions who seeks to gain a better understanding of strategies to improve client relationships


  • Identify and manage client risks and expectations
  • Develop strategies for boosting client satisfaction and loyalty
  • Understand client management best practices
  • Develop practical skills to build stronger client relationships and improve client satisfaction
  • Leverage technology to enhance your client service capabilities
  • Discover strategies to optimize client retention and drive growth in your practice



Non-Member Price $124.00

Member Price $99.00