How to Train Your Clients - Engage
Author: Susan Harper
| CPE Credit: |
1 hour for CPAs
1 hour Ethics for EAs and OTRPs
1 hour Ethics for CTEC |
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2027 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
How to train your clients from engagement to termination? Join Susan Harper, Certified Fraud Examiner, and former IRS Internal Revenue Agent of 34 years, in this 3-part series. This course will explore your ethical role when considering whether to engage a client, as well as discuss how to attract new clients and have better client conversations. With more than 20 years of instructing CPE courses, Susan will deliver an entertaining and informative discussion including the importance and elements of an engagement letter.
Publication Date: September 2024
Topics Covered
- Ethics & Circular 230
- Effective marketing approaches to attract new clients
- Considerations before engaging a client
- Key components to a quality engagement letter
- Case Scenarios
Learning Objectives
- Attract new tax clients with effective marketing approaches
- Address what to consider before engaging a client
- Elicit information with better client conversations
- Understand the key components to an engagement letter and its importance
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Taxes (1 hour)
Program Prerequisites
None
Advance Preparation
None
