Webinars  /  Boost efficiency  &  Optimize your processes  /  Communicating change: How to move your clients...
65 mins 23 Jun 2023
Many accounting professionals want to make the move to upfront payments but aren’t sure where to start or how to get their clients on board. Join Tyler S. Clark of Dream Firms, along with esteemed panelists Anne Napolitano of Anne Napolitano Consulting and Carla Caldwell of Caldwell Training & Consulting, in this engaging webinar where they will discuss these common hurdles amongst business owners and provide tips on how to overcome them.

Register to learn:

  • The importance of effective client communication and its impact on business growth.
  • Practical strategies for initiating and maintaining productive conversations about transitioning to upfront payments.
  • Explore tools and tech to streamline upfront payment implementation.
  • Identify potential challenges and pitfalls during the transition and gain practical tips to overcome them.