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Building Trust and Credibility as a Tax and Accounting Professional

2 CPE Credits $75.50/credit hour Friday, March 26, 2027 · 9:00am PT / 12:00pm ET
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Technical expertise is essential in tax and accounting, but expertise alone does not always determine how professionals are perceived, trusted, or remembered. This two-hour webinar helps tax and accounting professionals build a practical personal brand rooted in credibility, clarity, and business impact. Participants will explore how professional reputation is shaped through repeated behaviors, communication choices, and the ability to translate technical work into meaningful value for clients, colleagues, and the organization.

The session guides participants through a practical framework for defining how they want to be known, identifying behaviors that reinforce or undermine credibility, and communicating their value in a concise, memorable way. The course is designed for professionals who want to strengthen their presence, increase the visibility of their contributions, and become more intentional about the reputation they build in everyday interactions.

Topics Covered

  • The role of personal brand in professional credibility, client trust, and career growth
  • How reputation is shaped through repeated behaviors and communication choices
  • Common brand strengths for tax and accounting professionals, including reliability, judgment, clarity, responsiveness, and trusted advisor presence
  • Brand underminers that can reduce credibility, including over-explaining, excessive technical language, unclear recommendations, and limited visibility
  • Methods for translating technical activities into business, client, and team impact
  • Practical value proposition formulas for communicating professional contributions clearly
  • Everyday opportunities to make a professional brand visible in meetings, client conversations, internal updates, and cross-functional collaboration

Learning Objectives

  • Identify the core components of a credible professional brand for tax and accounting professionals
  • Recognize behaviors and communication habits that strengthen or weaken professional reputation
  • Translate technical responsibilities into clear value proposition language that reflects client, team, and organizational impact
  • Apply simple communication habits that make expertise more visible, useful, and memorable
  • Develop a concise personal brand statement that communicates professional strengths, expertise, and business impact

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Personal Development (2 hours)

Program Prerequisites
None

Advance Preparation
None

Instructor

Dory Bertsche

Dory Bertsche is a seasoned facilitator and executive coach with more than 30 years of experience helping professionals communicate with clarity, confidence, and strategic intent. She brings deep expertise in business writing, logical structuring, storytelling, presence, sales, and critical thinking, enabling clients to elevate their influence and drive meaningful results.
Known for her sharp thinking and pragmatic approach, Dory helps individuals and teams craft compelling messages, deliver them with credibility and authenticity, and tailor their communications to specific business objectives, from winning support for ideas to navigating complex stakeholder environments.

As a former Communications Specialist at McKinsey & Company, Dory guided high-stakes communications, structuring complex information for impact and equipping professionals to lead conversations, shape decisions, and move ideas forward in fast-paced, high-pressure contexts.

She has coached leaders across professional services, financial services, healthcare and life sciences, technology and media, energy, and the public sector.
$151.00 / 2 CPE
NASBA Registered Sponsor
CPAs, EAs, CTECs Approved Credentials
QAS Quality Assured
Since 1996 Trusted Provider
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