How to Train Your Clients - Engage (Completed)

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 webinar 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.

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
Group: Internet-based

NASBA Field of Study
Taxes (1 hour)

Program Prerequisites
None

Advance Preparation
None