A Firm Growth Checklist -- Improving client service and profitability in the cloud | AccountingWEB

A Firm Growth Checklist -- Improving client service and profitability in the cloud

Register for this webinar by May 30, 2013

Follow this link to register. After this seminar has passed, the recording will still be available. CPE credit will be available to live attendees only.

Event Date: May 30, 2013 Only

Different firms have different goals for growth, but when it comes to making your firm more profitable, there are a few common threads to keep in mind. With the right software and a strategic plan, your firm can:

  • Attract new clients by presenting a professional image and developing a reputation for high-quality work.
  • Improve retention of existing clients by improving responsiveness and communication.
  • Grow firm revenue by making all client interactions more profitable.

In this informative session, you’ll learn how to better meet client expectations and complete more work in less time – with fewer resources. With less inefficiency holding you back, your firm can reach its full potential.


David Bergstein, CPA, CITP
Director, Strategic Relationships
CCH, a part of Wolters Kluwer
Coconut Creek, FL


David Bergstein, CPA, CITP is Director of Strategic Relationships for CCH, a part of Wolters Kluwer. David has been in the Tax and Accounting industry for many years and has been a practicing accountant for over 20 years. While at the IRS he held various positions: Agent, Trainer, Speaker and Chief Technical Section. He received his CPA and a master’s in Taxation from Long Island University’s CW Post College. He was an accounting professor at Suffolk County Community College in New York for over 15 years. He is an adjunct professor at Broward College. In addition, he presently is a member of the FICPA Business Technology Section and the Financial Literacy Committee. He is also an AICPA CPA Ambassador. He is well-known as a speaker and trainer in the field of utilizing new technology to improve the efficiency of operations in tax, accounting, practice management and general operations of the accounting process.

In 2011, he was the recipient of the ”On the Edge” Innovation Award from the Leading Edge Alliance, which recognizes industry leaders for their vision and significant contributions to the accounting profession.

In 2012, he received the "Brand Ambassador" award from Enterprise Worldwide.

David is a happy grandfather who tweets on twitter while rollerblading. His hobbies include bicycle riding, tennis, and staying up to date on technology. If you are looking to keep up with him you can find him on Facebook or his twitter account.

Program Levelbasic
Advance Preparation Needednone
Delivery MethodGroup-Internet Based
Recommended CPE Credit1 credit per 50-minute session*
Registration Instructionsregister online
Complaint Resolutionpublisher@accountingweb.com

Sift Media is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

* To obtain CPE credit, the live session must be attended.  The recording does not qualify for credit.