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Courses/Accounting & Tax/Soft Skills for Accountants

The Practitioner - Client Relationship: It's All About Trust

We’ll discuss trust in the context of clients, scenarios, and common experiences that breathes life into the expression “CPA, most trusted adviser”.

Created byFrank Castillo
BeginnerUpdated Dec 22, 2021
The Practitioner - Client Relationship: It's All About Trust

What You'll Learn

check_circleDiscover and recall the perception clients have of practitioners and ways we can enhance those perceptions.
check_circleIdentify various value-added services which strengthen the bonds of trust with clients.
check_circleExplore and recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.

About This Course

Trust, Trust, Trust! It can’t be emphasized enough. This course goes to the very heart of practitioner-client relationships. We’ll discuss trust in the context of clients, scenarios, and common experiences that breathes life into the expression “CPA, most trusted adviser”.

Field of Study: Communications and Marketing

Your Instructor

Frank Castillo
Frank Castillo

Speaker / CPA / Coach

menu_book17 courses
star776 reviews

Frank Castillo is a nationally acclaimed CPA, author & instructor. His body of published work includes over 300 video and text based courses addressing technical and personal challenges modern day accountants face. Frank has traveled extensively across this great country providing tailored consulting services for professional athletes, performing artists, business mavericks, and dedicated licensed professionals. He has had the true pleasure of meeting so many talented and generous people over the past 30 years. Four of his absolute favorites are his wife Andrea and three children (Amanda, Dominick, & Mary) who remind him on a daily basis that laughter truly is the best medicine! www.frankcastillocpa.com

Credit Information

What Students Are Saying

4.4
Student's Choice
76 reviews

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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