Webinar description

What do small businesses actually want from their accountants? We surveyed over 1,300 small businesses to help ensure that accountants are meeting client needs and leading them to success!

Earn one CPE credit when you join Amy Marshall, Director of Growth at Breakwater Accounting + Advisory Corp, as she explains 5 ways that you can fine-tune your accounting firm to anticipate your clients’ expectations: 

  1. Build on client satisfaction and loyalty
  2. Expand services 
  3. Provide accounting technology expertise
  4. Enable consistent and proactive communications
  5. Fine-tune performance

Meet the speakers

Amy Marshall
Director of Growth at Breakwater

Accounting + Advisory Corp

Meet the speakers

Amy Marshall
Director of Growth at Breakwater

Accounting + Advisory Corp

Register for the webinar

Register now

Earn CPE credit

Field of Study: Business Management and Organization

Level: Intermediate

Prerequisite: None

Advance Preparation: None required

Delivery Method: Group Internet-Based

Who Should Attend: Bookkeeper, CPA - small firm, CPA - Medium firm, CPA - large firm

Recommended CPE Credit(s): 1

Event Inquiries: For inquiries as well as complaints concerning this virtual event, you are welcome to send an e-mail message to [email protected].

Please note that only those who attend the live session on DATE will have the opportunity to earn continuing professional education (CPE) credit in connection with the session during this virtual event. Because there is no charge to register for this virtual event, there are no refunds following registration for this virtual event.

To be eligible to earn one CPE credit during the live session DATE, you must answer at least three polling questions while attending the session for a minimum of 50 minutes.

BILL 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.