About this course

Trust, Trust, Trust! It can’t be emphasized enough. This course goes to the very heart of practitioner-client relationships. We’ll discuss trust in the context of clients, scenarios, and common experiences that breathes life into the expression “CPA, most trusted adviser”.

Field of Study: Communications and Marketing

What you will learn?
Discover and recall the perception clients have of practitioners and ways we can enhance those perceptions.
Identify various value-added services which strengthen the bonds of trust with clients.
Explore and recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.
1.5 hours on-demand video
Certificate of completion
Beginner level
No prerequisites
No preparation required
1 year access


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Browse course content
2 Quiz
1 Video
1.5 hours
Section 1. The Practitioner - Client Relationship: It's All About Trust-Part1
The Practitioner - Client Relationship: It's All About Trust
56m 0s
Review Questions
5 questions
Section 2. Final Exam-Part1
Final Exam
8 questions
Learn from the best
Frank Castillo /INSTRUCTOR
Speaker / CPA / Coach

Frank Castillo is a nationally acclaimed CPA, author & instructor. His body of published work includes over 300 video and text based courses addressing technical and personal challenges modern day accountants face. Frank has traveled extensively across this great country providing tailored consulting services for professional athletes, performing artists, business mavericks, and dedicated licensed professionals. He has had the true pleasure of meeting so many talented and generous people over the past 30 years. Four of his absolute favorites are his wife Andrea and three children (Amanda, Dominick, & Mary) who remind him on a daily basis that laughter truly is the best medicine!