Content Provider
Toagloballogo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Win New Clients and Deliver a Great Customer Experience While Working Remotely

WIN NEW CLIENTS AND DELIVER A GREAT CUSTOMER EXPERIENCE WHILE WORKING REMOTELY

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 14, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As we’re all aware, COVID-19 has forced a major change in the way business is currently conducted. While adjusting to this new normal, accounting firms are trying to balance how they support their newly remote teams, their current customers, strategize on how best to acquire customers, all while they continue to provide the top-notch experience their customers expect.

In this webinar, TOA Global, together with Practice Ignition, will provide you with tips and tricks on how to deliver an amazing client experience, and highlight current examples from our mutual customers on what’s working for them.

Learning Objectives:


  • Identify methods on how to best win new clients while working in a remote setting

  • Determine how to provide an A+ customer “experience” (not service)

  • Identify best practices for relationship and task management while working remotely

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Toagloballogo

Nick Sinclair is one of the foremost experts in outsourcing, offshoring, and building global teams for accounting firms. As the Founder and CMO of The Outsourced Accountant, Nick drives an executive team to deliver outstanding and dedicated offshoring solutions based in the Philippines.
With over 1600 accountants and professional support staff that are part of a repeat double-digit growth business, Nick thrives on helping firms succeed and unlock their potential.
Learn more about Nick Sinclair and The Outsourced Accountant.
 

Linkedin

Ryan Embree

Ignition
General Manager
ryan@ignitionapp.com
(734) 474-7507

Ignitionlogo

Ryan Embree has spent the last four years working in the accounting industry. In his role at Practice Ignition, he helps accounting firms embrace new technology and modernize their practices for success. He worked for Practice Ignition in Australia and the UK before relocating to Chicago last year.

Linkedin

Jose Zavala

ZTX Advisors
Founder & Principal
jzavala@ztxadvisors.com
(832) 621-6103

Ztx blue logo

Jose Zavala is the managing member of ZTX Advisors with 8 years of experience working in public accounting,  Jose spent his career working with small CPA firms which gave him the opportunity to learn and gain exposure to various small and medium size businesses.  He was able to work fully with these businesses and learn the ins and outs of how to run small and medium-sized businesses.  He has experience working with companies as an advisor as well as income tax preparation and planning.  

Jose was born in Pasadena, TX and moved to Alvin, TX at a young age.  He graduated from Alvin High School and went to the University of Houston Clear Lake where he graduated with a degree in Accounting.  Jose is an avid sports fan and loves all the Houston teams regardless of their win/loss record.

About Our Presenter

Toagloballogo

TOA Global is a people business, 100% designed for and dedicated to the accounting industry.

Since opening our doors in 2013, we’ve been enabling savvy accounting firms to scale, grow and deliver great service to their clients by supplying them with highly skilled people. We have more than 2,000 dedicated team members working for more than 750 accounting firms worldwide in senior and junior accounting, bookkeeping, specialist , and administrative roles.

We’re the accounting people, people-building skills, teams, businesses, and economies through brilliant people.

Tune in to our webinars to receive expert advice and actionable insights on topics ranging from growing your firm to attracting talent, to people management and more.