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Flipping the Script on Client Communication, with Carla Caldwell

In this webinar, learn best practice techniques from Carla Caldwell, Founder of Caldwell Consulting & Training LLC, to make sure end-clients understand the value to them when it comes to technology and process

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About the webinar:

We're thrilled to have long time Dext partner Carla Caldwell join us for another webinar on Improving Your Processes, this time around Client Communication. 

In this session, you'll learn techniques to ensure your conversations (no matter how difficult or tricky the subject matter) are helpful, leaving the client with a positive experience.

Agenda

This webinar will cover how to make sure you’re able to::

  • Communicate the value of technology and process to your clients
  • Make sure your conversations are accessible and easily understood
  • Get buy-in from your clients and team members at all levels

Speakers

Carla_Headshot (1)

Carla Caldwell

Founder Caldwell Consulting & Training LLC

Carla Caldwell, founder of Caldwell Consulting & Training, strategically guides accounting teams to become a modern practice.

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.

Carla is a speaker on the Intuit Firm of the Future Roadshow and at Scaling New Heights, covering topics such as Firm Strategy, Change Management and Practice Efficiency. She is currently a faculty member of Karbon Academy. She has over 15 years teaching small- and mid-market accounting packages, including as a member of Intuit’s Global Trainer/Writer Network. Previously, Carla was a trainer with two different software companies focused on small businesses, Sage and Xero, and holds a degree in Accounting from Florida State University.