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Creating a Customer First Client Experience

This webinar first appeared on Encoursa, an industry-leading provider of continuing education offering live webinars and a robust library of premium on-demand (self-study) training.

Title: Beyond Client Service: Creating a Client-First Experience

Description: Understanding your client’s journey and defining the client experience you want to deliver is key to expanding beyond compliance-based services. In this workshop-style webinar, Dave Mundy, President & Founder of will share unique insights to help you position yourself and your team as trusted advisors. Join partners, department heads, and managers in thinking differently about your service delivery model - from your client’s perspective.

During this session, you will gain actionable tools, techniques, and insights to create the mindset you need to get started and the capacity you and your team need to advise more clients. If the majority of your team’s time is spent executing compliance engagements and you want to empower them to be viewed as trusted advisors first and auditors/tax specialists second, you won’t want to miss this session.

Learning Objectives:

· Recognize how to get your fellow partners, managers, and staff thinking from your clients’ perspective

· Discover the key difference between client service and client experience

· Develop the mindset you need to transition from auditor/tax specialist/accountant to advisor

· Identify tools and techniques you can use to create the capacity you require to be available to advise more clients

· Discover how AuditDashboard can improve your clients’ experiences through secure and simple document exchange  

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