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Improving Process for Client Communication, with Carla Caldwell

In this webinar you'll learn best practice techniques from Carla Caldwell, Founder of Caldwell Consulting & Training LLC, in order to have great client communication. 

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About the webinar:

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

It's imperative for firms and businesses to have great processes. Where do you begin? In this session, you'll learn the value of proactive listening, how to interview a client and identify their needs, and how to position yourself as an expert advisor.

Agenda

We'll be going over some specific scenarios, and will also cover more broadly how to:

  • Discover the needs of your client
  • Learn to talk less and listen more
  • Position yourself as an expert

Speakers

Carla_Headshot (1)

Carla Caldwell

Founder, Caldwell Consulting & Training Dext

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.