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Free Webinar: New Tools for Improved Client Relationships
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Free Webinar: New Tools for Improved Client Relationships

When: 5/22/2013
2:00 - 3:00 PM EST
Where: Online Webinar
Contact: Elizabeth Marcus

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Webinar Title

New Tools for Improved Client Relationships

Webinar Description

Stop struggling with complex financial and marketplace data. Now it's possible to easily turn that information into actionable insights for better business decisions that your business clients will thank you for. Join us and see a firsthand look at ProSystem fx ® Client Intelligence. From this session, you’ll take away: 

  • Ideas for firm growth, prospecting and value added services
  • New ways to differentiate your firm
  • How to create truly relevant reporting for business clients

Who Should Attend

CPA firms - Business Development Leaders, Industry Practice Leaders, Audit Partners, Managers, Marketing Directors 


John Mason, Accounting & Audit Specialist at CCH, a Wolters Kluwer business

Bob Woosley, CPA, Senior Partner, Frazier & Deeter

Jim Boomer, CIO & Shareholder, Boomer Consulting, Inc.



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