- NY Credits : 2.0
- TX Credits : 2.0
Checkpoint Learning
Course Detail
This interactive self-study course takes a look at best practices firms can use for hiring and firing clients. It discusses how to evaluate and prune a firm's client list, warning signs that indicate problem clients, and methods for terminating a client relationship in a professional way. It also examines how firms can expand their business using retention, referrals, marketing, and proposals.
Included with subscription(s):
Public Speaking for Accountants
Accountants are no longer hidden behind their adding machine tapes and computerized spread...
$59
2 credits
Online and Mobile Courses
Avoiding Legal Liability for CPA Firms
It is important for a CPA firm to have a program for recognizing and managing liability ri...
$29
1 credits
Online and Mobile Courses
Keeping Emails, Texts, and Tweets Professional
In business, communication is critical. Most communication is sent and received in short b...
$59
2 credits
Online and Mobile Courses
Onboarding New Employees
Onboarding is the process of integrating a new employee into an organization. Onboarding i...
$49
2 credits
Online and Mobile Courses