Many firms feel the pressure of dealing with difficult clients, and few have taken the time to develop strategies to deal with them. Now is a good time to take a look at your clients to see what changes you can make going forward. Join us for a webcast designed to empower you with the tools and strategies needed to manage challenging client interactions effectively, ensuring the best interests of your firm and your personal well-being.
During this webcast, we will dig into practical strategies for handling difficult clients, including when and how to consider firing those who take more energy than they are worth. We understand that the demands of working in the accounting industry can sometimes be overwhelming. Our goal is to provide you with a moment of mental sanity and actionable insights.
Identify signs of a problematic client and implement strategies to manage these interactions professionally and efficiently
Outline the criteria for evaluating whether a client is worth keeping and the steps to take when it’s time to part ways
Describe how technology and AI can streamline processes and client interactions, and discuss ethical considerations in their use
Recognize and give examples of potential business opportunities arising from client inquiries and how to capitalize on them
Thomson Reuters
Solutions Consultant Lead
[email protected]
(800) 968-8900
Mucki Sobania has been with Thomson Reuters since 2015, most recently serving as Senior Solutions Consultant in the Tax Professionals segment. She previously worked in a consultative capacity, demonstrating the Thomson Reuters suite of products to help in the growth and transformation of tax and accounting firms. In her current role, Sobania looks for opportunities to help firms transition to being “advisory-centric” in their client relationships as they grow their business.
GarciaHasler, LLC
Managing Partner
Jim has been a licensed CPA for over 30 years. Becoming a partner in 2010, Jim has worked with Greg since January 2003 and has been instrumental in the growth of the firm’s tax, advisory and accounting practices. Like his partner, he began his career in the tax department of a big-eight accounting firm. He served as chief financial officer of an international nonprofit organization for ten years. He has experience with tax return preparation, tax planning, business advisory, small business accounting and operational issues. When not serving clients, Jim enjoys spending time with his family, traveling, and riding horses.
Papin CPA PLLC
Owner
[email protected]
(405) 531-9119
Christopher C. Papin wears many hats. He is a licensed attorney, a certified public accountant, and a life, accident, and health insurance producer. Chris was born in Edmond, Oklahoma. He received a Bachelor’s degree in accounting from the University of Oklahoma in 2004 and a Master’s degree in accounting from the University of Oklahoma in 2005. Chris became a Certified Public Accountant in 2007 and received his Juris Doctor degree from Oklahoma City University School of Law and was licensed to practice law in Oklahoma in 2008. Chris was admitted to practice before the United States Tax Court in 2010.
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