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Prix Fixe: Optimizing CRM Practices: Evaluating Systems and Products for Efficiency in Modern Accounting WEBINAR

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1.0 Credits

Member Price $40.00

Non-Member Price $60.00

Overview

Customer Relationship Management (CRM) systems are essential for CPA firms aiming to improve client interactions and streamline operations. This session will focus on evaluating the CRM practices that are essential to maintaining strong client relationships while enhancing operational efficiencies in your firm.

Highlights

Evaluating CRM systems and products.

Prerequisites

None.

Designed For

CPAs and business leaders.

Objectives

Learn how to evaluate CRM practices.

Preparation

None.

Notice

None.

This event is part of the following bundles:

Leader(s):

Leader Bios

Anthony Cook, Managing Member, Cook CPAs and Counsulting, PLLC

Tony Cook joined Larson Gross in 2011 after spending six years with Williams & Nulle in Burlington. Tony holds a degree from Western Washington University, where he majored in accounting and minored in economics. Additionally, he has a Masters in Taxation from Golden Gate University. Tony has an extensive history serving closely held and family-owned businesses with tax consulting. His experience involves all aspects of business and individual tax advisory services, including tax planning, entity structuring and analysis of state and federal tax credits. Additionally, Tony serves as the firm’s subject matter expert on the Affordable Care Act, assisting clients with the ever-changing policies and compliance requirements. Tony has previously served as a Board Member for the Mount Vernon School District, Skagit Habitat for Humanity and Washington Society of Certified Public Accountants. Tony and his wife, Amelia, stay busy with their three young sons. When he’s not spending time with his family, Tony enjoys playing basketball and fishing on his boat.

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Non-Member Price $60.00

Member Price $40.00