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How Successful CPAs Attract and Keep the Best Clients

Discover the power of accountability and why you can't afford to overlook this crucial quality of high-character CPAs

Created byBruce Weinstein
BeginnerUpdated Jan 20, 2025

What You'll Learn

  • check_circleDiscuss what makes someone a good client
  • check_circleDescribe the four elements of accountability (the secret to attracting and keeping the best clients)
  • check_circleAsk three questions of job candidates that will help you evaluate their accountability
  • check_circleOvercome a challenge to accountability
  • check_circleExplain the crucial difference between having a strong work ethic and being a workaholdic

About This Course

There is only one sure-fire way you will attract and keep the best clients. You must be the kind of CPA that others will like, trust, and want to do business with.

This unique webinar will show you exactly how to do this. The secret to creating trust with clients is to be accountable for what you say and what you do. Accountable people do four things consistently:

  1. They keep their promises.

  2. They consider the consequences of their actions.

  3. They take responsibility for their mistakes.

  4. They correct their mistakes and do their level best not to repeat them.

You will hear true, inspiring stories of the great things that can happen when leaders do these things. You'll also learn about the dire consequences of not doing them.

This is an ethics webinar that feels more like a business strategy presentation.

Field of Study: Communications and Marketing, Behavioral Ethics

Course Content

3 activities • 1 videos • duration: 49m

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The Entire Video Course-Part11 videos • 49 min
  • videocamHow Successful CPAs Attract and Keep the Best Clients: An Ethics Webinar
    Duration 49:28
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Quiz-Part11 quiz
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Final Exam-Part11 quiz

Your Instructor

Bruce Weinstein

Forbes Contributor The Ethics Guy®

menu_book11 courses
star3,022 reviews

Through his entertaining presentations on ethical leadership and AI ethics, Forbes Contributor Bruce Weinstein, The Ethics Guy, shows CPAs, HR managers, and other professionals how everyone benefits from honest, accountable behavior. He is the CEO of both The Institute for High-Character Leadership, LLC and The Ethics Guy, LLC.  He writes about ethical leadership for Forbes.com, and his books include "Ethical Intelligence: 5 Principles for Untangling Your Toughest Problems at Work and Beyond," "The Good Ones: Ten Crucial Qualities of High-Character Employees," and for tweens and teens, "Is It Still Cheating If I Don't Get Caught?" Bruce's clients have included the international bank Societe Generale, the American Institute of Certified Public Accountants, the Ford Motor Company, Dublin-based construction company CRH, Northrop Grumman, the National Football League, the Western Australian Local Government Association, The Home Depot, and over 300 other companies around the world. Bruce received his B.A. in philosophy from Swarthmore College and an M.A. and Ph.D. in philosophy with a concentration in bioethics from Georgetown University and the Kennedy Institute of Ethics. The W. K. Kellogg Foundation in Battle Creek, Michigan awarded Bruce a National Fellowship in Leadership Development. He lives in New York City with his wife Kristen Bancroft, a compliance professional in the financial services industry. To relax Bruce enjoys playing music (guitar, harmonica, and drums), visiting national parks with his wife, and trying to figure out the plot of "The Godfather."

Credit Information

What Students Are Saying

4.5 out of 5
Student's Choice
220 reviews
  • FC
    Floyd C.
    starstarstarstarstar

    Content contained very practical advise.

  • CM
    Cristina M.
    starstarstarstarstar

    Excellent course!

  • PS
    Patricia S.
    starstarstarstarstar

    This course got me thinking about things, and having the time to write out examples was really good. I had a situation that I had always regretted, but realized that I had actually learned from it, and so turned a bad situation into a positive learning experience. Thanks Bruce!

  • DC
    Daniel C.
    starstarstarstarstar

    Course was laid out well and organized. Liked the anecdotes. Liked the involvement in the course with the brief exercises.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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