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Building an Exceptional
Client Experience

Is your firm doing all it can to
optimize your client experience?

When it comes down to it, operating a successful tax and accounting practice is so much more than just the actual act of doing the specific tasks you’re paid for.

It’s about ensuring your clients are happy with the way they’re experiencing your firm — otherwise, you can be sure you’ll start losing clients to competitors who care.

The last few years have drastically changed how firms can interact with their clients as technology has opened a window of opportunity for firms to revitalize their client experience.

In this webcast, we will run though the best practices and strategies to ensure your clients receive the most seamless experience possible to keep them coming back forever.

Woman getting financial advice from her accountant or financial advisor

CountingWorks PRO Practice are Thriving

“It has been a pleasure working with CountingWorks PRO and ClientsWhy. My website went from zero to hero with their help. I am able to conduct client meetings using the video chat option and share screens with no issues.”

Seidah S., CPA

“The staff at CountingWorks PRO were nothing short of professional and expedient in communication response. They have done a magnificent job on our website and when I need something done on my website like code entered or something that I can’t do or move to the right spot, they get it done very quickly. Thanks to all the staff that played a part in helping us to grow and have nationwide visibility.”

Robert P., CEO

“Our firm has utilized this provider’s services for many years now and I cannot begin to say enough good things about the company and their team members. They provide ideas, guidance, a professional basket full of suggestions. Best of all, based upon what we decide we want to do our of all their suggestions, they get to work and implement the ideas. Our website looks terrific and functions well. Our clients often comment about it as well as the monthly newsletters. We achieve over a 60% open rate and if we were doing this ourselves, I doubt we would get to 20%. Keep those ideas coming!”

Bill P., Founder

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