CPA - small firm
CPA - medium firm
Small Business Owner
These days, clients expect their accountant to be available in a moment’s notice, and just as important, accountants expect to be able to access all files to respond to clients’ inquiries at the same time. Being available does not mean being in the office, rather, it means being flexible. This is the new “customer service” expectation, and without it, clients will move to the next accountant who can be relied upon (aka, accessed) during a crunch.
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What a great customer experience looks like.
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What tools you should be offering your clients.
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How to take a pro-active approach to ensure long-term client success.
Jason Goldfinger
Mango Practice Management
Vertical Manager Accounting
[email protected]
(919) 948-1588
Jason Goldfinger began working for Citrix ShareFile 2 years ago. Since then, he’s worked on multiple projects, but found his home directing the Accounting Team. He enjoys working with accountants and speaking with them at the different conferences throughout the year. Some Interesting facts about Jason: Besides having the same last name as a James Bond movie, he really enjoys golfing and playing poker. He has a black lab named Oakley that enjoys eating shoes and comforters.
Adam Blitz
GetBlitzed Solutions
Owner
[email protected]
(559) 376-7860
Adam is a CPA specializing in strategic planning and financial management for businesses looking to grow. Accounting and Tax issues are headaches to any business owner. Working with a team of CPA's, he helps build fully supported, cloud based accounting systems to ensure that our clients can focus on growing their business rather than reconciling bank accounts.
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