In this course, you will discover how to have a courageous conversation with your client & use effective strategies to help bring your client payments current.
The past couple of years has provided many challenges. Accountants and other professional advisers have been in the hot seat to understand new fast-tracked legislation, dramatically different economic environments, and to help clients under pressure.
Accountants and advisers have stepped up and acted with a sense of urgency and a duty of care. They have often done a great deal more work for troubled clients. However, client payments aren’t always keeping up and invoices are running late. Every professional knows that cash is king, but no one wants to damage long-standing relationships.
Business Coach and Strategist
Dr Abbie Widin coaches sole practitioners through her coaching business One Extra Zero, and helps them identify their highest potential clients, package their services and set their fees. She also runs a successful boutique consultancy (GTM Co) and designs go-to-market strategies. She helps firms of all sizes find new revenue and margin opportunities among their existing customer base. She helps clients structure their service offer for their A- and B-grade customer groups, and then create a go-to-market strategy to increase conversion. She has an extensive background with senior international marketing & sales roles in blue-chip multinationals such as P&G and Kellogg, and a PhD in medical research from the University of Sydney. She is also a director of both public and private Australian companies.
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.
