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Courses/Accounting & Tax/Soft Skills for Accountants

How Successful CPAs Attract and Keep the Best Clients

Discover the power of accountability and why you can't afford to overlook this crucial quality of high-character CPAs

Created byBruce Weinstein
4.5
(220 reviews)
BeginnerUpdated Jan 20, 2025
How Successful CPAs Attract and Keep the Best Clients

What You'll Learn

check_circleDiscuss what makes someone a good client
check_circleDescribe the four elements of accountability (the secret to attracting and keeping the best clients)
check_circleAsk three questions of job candidates that will help you evaluate their accountability
check_circleOvercome a challenge to accountability
check_circleExplain the crucial difference between having a strong work ethic and being a workaholdic

About This Course

There is only one sure-fire way you will attract and keep the best clients. You must be the kind of CPA that others will like, trust, and want to do business with.

This unique webinar will show you exactly how to do this. The secret to creating trust with clients is to be accountable for what you say and what you do. Accountable people do four things consistently:

  1. They keep their promises.

  2. They consider the consequences of their actions.

  3. They take responsibility for their mistakes.

  4. They correct their mistakes and do their level best not to repeat them.

You will hear true, inspiring stories of the great things that can happen when leaders do these things. You'll also learn about the dire consequences of not doing them.

This is an ethics webinar that feels more like a business strategy presentation.

Field of Study: Communications and Marketing, Behavioral Ethics

Your Instructor

Bruce Weinstein
Bruce Weinstein

Forbes Contributor The Ethics Guy®

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star2,855 reviews

Through his entertaining presentations on ethical leadership and AI ethics, Forbes Contributor Bruce Weinstein, The Ethics Guy, shows CPAs, HR managers, and other professionals how everyone benefits from honest, accountable behavior. He is the CEO of both The Institute for High-Character Leadership, LLC and The Ethics Guy, LLC.  He writes about ethical leadership for Forbes.com, and his books include "Ethical Intelligence: 5 Principles for Untangling Your Toughest Problems at Work and Beyond," "The Good Ones: Ten Crucial Qualities of High-Character Employees," and for tweens and teens, "Is It Still Cheating If I Don't Get Caught?" Bruce's clients have included the international bank Societe Generale, the American Institute of Certified Public Accountants, the Ford Motor Company, Dublin-based construction company CRH, Northrop Grumman, the National Football League, the Western Australian Local Government Association, The Home Depot, and over 300 other companies around the world. Bruce received his B.A. in philosophy from Swarthmore College and an M.A. and Ph.D. in philosophy with a concentration in bioethics from Georgetown University and the Kennedy Institute of Ethics. The W. K. Kellogg Foundation in Battle Creek, Michigan awarded Bruce a National Fellowship in Leadership Development. He lives in New York City with his wife Kristen Bancroft, a compliance professional in the financial services industry. To relax Bruce enjoys playing music (guitar, harmonica, and drums), visiting national parks with his wife, and trying to figure out the plot of "The Godfather."

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.5
Student's Choice
220 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.