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Client Management

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Course Description

This course will be an overview of: Building, developing, and sustaining positive client relationships throughout the life cycle of a client. Understanding client needs, both the technical needs and the soft needs, as part of the client relationship. Developing skills in CPAs of all levels to serve client needs. Managing tasks and tools to develop additional work with existing clients and new client relationships.

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Learning Format 1.5 Hours
Self-Study / On-Demand

Credit Type(s)
Business Mgmt & Org

Knowledge Level
Basic