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Archived Version - Firm Operations Series: Transforming Client Service

Tue, Jun 19, 2018 2:00 PM EDT{LOCAL_TZ}

Firm Operations Series: Transforming Client Service

Keeping clients happy (and attracting new ones) has become more critical than ever for accounting firms. Client needs are changing, and this change is driving firms to transform the way they do business. In Part Three of our Firm Operations Series, we’ll talk about the role of client service in accounting firms, including:

  • Client Focus - Strategies for managing client information in order to get to know them better.
  • Responsiveness – Tools for improving communication and efficiency throughout your firm.
  • Innovation – The latest tactics for improving client retention and word-of-mouth.

Improving firm operations can help firms grow profits and add value to client relationships. Don’t overlook this critical component of your firm’s well-being.

Program level: Basic (no prerequisites required).

Receive 1 hour of free CPE credit for participating in this live webcast.

Please test your system for webcast compatibility by clicking here.

Presented by:
 Ginny Fedrich
Firm Administrator
HBLA CPAs, Irvine California

Ginny is the Firm Administrator of HBLA Certified Public Accountants, Inc. with over 30 years of firm management experience. Ginny joined her firm, HBLA, in 1989 and is responsible for the day-to-day operations of the firm. She is involved in facilities management, budgeting, human resources, strategic planning, finance, technology, billing, marketing and vendor management as well as other duties. Ginny works in unison with the firm’s managing partner and is a member of the firm’s executive team. Along with her firm management responsibilities, Ginny additionally maintains relationships with clients and oversees the management of the accounting/bookkeeping division of the firm.
 Brian Siet
Senior Manager, Strategic Relationships
Wolters Kluwer Tax and Accounting US

Brian Siet is a Senior Manager, Strategic Relationships at Wolters Kluwer Tax & Accounting US. Siet’s primary focus is building and expanding strategic relationships with professional associations and accounting organizations to drive increased value to individual firms. Prior to joining Wolters Kluwer, he worked for CBIZ Tofias for eight years in the accounting and audit department and the tax department. During this time, he was instrumental in implementing policies and procedures with the firm’s workpaper management system, CCH® ProSystem fx® Engagement, as well as other accounting and audit and tax solutions.

Siet joined Wolters Kluwer in 2005, consulting firms on policies and procedures utilizing CCH® ProSystem fx® Engagement. From 2006 to 2008, Siet was a Solution Architect/pre-sales engineer and was promoted to Division Sales Manager for the Solution Architect team. During this time, Siet managed and coached teams who support and assist the sale of software and research solutions to wide audiences, specifically accounting firms. Siet has participated in many leadership programs as well as co-led the completion of the organizations first career path program, focusing on development and career advancement.
 Gail Perry
CPA Practice Advisor

Gail Perry is the editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including For Dummies and QuickBooks 2014 On Demand), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in the Chicago tax department. She has taught college-level accounting principles and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.

This FREE online seminar is a continuation of the magazines’ mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsors for supporting this educational session:

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: For more information regarding administrative policies please contact Isaac O’Bannon at 800-547-7377 x2110

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