CPAs Invitation
The San Diego Finance Forum invites you to hear potential customers tell you what they need to be a loyal customer.
CPA’s hold a lot of power and often respect when they treat customers well, and take care of their tax concerns. Do your customers know that you offer more than just tax preparations? Do your customers know that it is better to talk with you more often than 1x a year?
We’ve invited potential customers, bankers, and bookkeepers to come talk with you. We are promising them that you will provide straight responses and you will listen. Our promise to you is the opportunity to share some of your frustrations too.
Click here to submit your tough questions. Here are a few we’ve heard …
- Why do my customers complain when I don’t call them?
- Why are my customers often confused by my directions and time table?
- Do my customers understand what I need from them?
Over breakfast, Jim Colville will moderate a discussion where you will hear “the Customer”, “the Banker”, and “the Bookkeeper” tell you how you can produce a competitive advantage with them and make them easier to work with.
Space is limited. If you’d like to join us, registration is required.
To register, click here.
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