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Deliverexceptional citrix

HOW TO DELIVER EXCEPTIONAL CUSTOMER SERVICE EXPERIENCE

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 15, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Series: Bookkeeper
Course Description

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.

Learning Objectives

  • What a great customer experience looks like.

  • What tools you should be offering your clients.

  • How to take a pro-active approach to ensure long-term client success.

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Testimonials
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Nancy Fellin, PA

"Great job Jason! Very good product. Webinar was informative, educational and excellent!"
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Ron, MD

"Always like Citrix presentations for some reason"
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David, AZ

"Thank you. Good information."
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Mark, MI

"A portal may be my solution!"
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Thomas, WA

"Thank you, useful information to anticipate future client concerns."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Jason Goldfinger

Mango Practice Management
Vertical Manager Accounting
jason.goldfinger@citrix.com
(919) 948-1588

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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.

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Getblitzed2

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.

About Our Presenter

Getblitzed2
GetBlitzed Solutions links growth oriented SMB's and Non-profit organizations to the metrics needed to build organizations. Over the last 15 years, the leaders of GetBlitzed Solutions has garnered a reputation for leading the accounting industry in implementing and manintaing systems to drive quefficient accounting processes. ​ These streamlined processes and implementation of technology means our clients receive the best in class services, timely and relevent data with all the controls expected of a 1st class accounting department at an agreed upon price..