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TRANSFORM CLIENT RELATIONSHIPS FROM TRANSACTIONAL (WRITE-UP) TO CONSULTATIVE

Cost Free
Presentation Length 1.5 hours

Recorded DateFebruary 4, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join Carla Caldwell, Director of US Training at Xero, as she shares on how accounting professionals can leverage modern cloud solutions to transform their relationships with clients from transactional, hourly relationships to consultative ones that place the accounting professional back as the Trusted Advisor. Specifically, learn the process (with easy to follow steps) to move your once a year write-up/tax clients to be monthly paying consultative relationships. Gain perspective on the process, the conversations, and the outcomes of these new relationships and revenue streams.

Learning Objectives

  • Steps on how to approach and setup clients for ongoing relationships

  • Tips and tricks on what works and what doesn't

  • Review how Xero can take the time out of write-up work and set up the relationship for ongoing success

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Carla Caldwell is the owner of Caldwell Consulting & Training. She works with business owners (especially non-profits) to bridge the gap between growing business and specific accounting solutions. Carla also helps accounting and bookkeeping firms implement the tools that help them be more successful - from value pricing and process development to the apps that support their systems. Learn why companies are using Caldwell Consulting & Training to get better organized, more efficient systems and stronger results.

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Steve Chaney founded Chaney & Associates in 2002 to empower organizations to wisely steward their resources through client-outsourced accounting and business management consulting services. Headquartered in Roseville, California, the 11-year-old firm specializes in the not-for-profit niche, providing financial and tax expertise, including financial reporting, payroll, bill management and controllership services to churches and other faith-based organizations. As the first Gold and Platinum Partner with Xero in the United States, Chaney & Associates has clients nationwide and has recently begun expanding its services to businesses, organizations, and associations by leveraging its progressive cloud-based accounting processes and business management proficiencies. Steve is a preferred provider of practice development training for the AICPA trusted business advisor solutions to create million dollar client accounting service cloud based practices. Steve draws on 16 years of experience and prior to starting Chaney & Associates, he worked as a corporate tax manager for hire with a big four firm.

About Our Presenter

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Xero is beautiful, easy-to-use online accounting software for practices and their clients. The company has over 700,000 subscribers in more than 180 countries. Xero seamlessly integrates with over 500 third-party tools, including solutions for CRM, point-of-sale, time tracking, eCommerce, inventory and more. Xero also provides dedicated resources to its valued Partners, such as free practice software, easy client conversion tools, free 24/7 support, ongoing educational sessions, a dedicated account manager, and marketing assistance to name a few. It’s no wonder Xero has ranked No. 1 by Forbes as the World's Most Innovative Growth Company for two years running. To get started on your Xero journey, please visit xero.com/us/partners.