Is your firm doing all it can to optimize your client experience? When it comes down to it, operating a successful tax and accounting practice is so much more than just the actual act of doing the specific tasks you're paid for. It's about ensuring your clients are happy with the way they're experiencing your firm—otherwise, you can be sure you'll start losing clients to competitors who care.
The last few years have drastically changed how firms can interact with their clients as technology has opened a window of opportunity for firms to revitalize their client experience.
Learning Objectives:
CountingWorks PRO
CEO and Founder
[email protected]
(818) 338-8700 ext. 222
Lee Reams II (Founder & CEO) is the energy behind CountingWorks PRO. He is actively involved in product development, marketing, and website development. He prides himself on listening to clients' needs while developing first-class solutions and is known to monitor his iPhone at all hours of the day. In addition, Lee has presented marketing and growth concepts to tens of thousands of tax and accounting professionals. When Lee is not busy putting his ideas to work, he enjoys spending time with his wife, Allison, and daughter, Whitney. Also, he is an active hiker, mountain biker and loves exploring the Sierra backcountry.
ADP
Divison Vice President - Channel Sales
[email protected]
Erron Stark is the Division Vice President of Channels for ADP, LLC, responsible for driving revenue and managing sales operations for ADP’s accountant, bank, and client channels. With more than 13 years in the HCM industry, Erron has held many leadership roles at ADP with responsibilities, including developing programs and managing teams that help accounting professionals and their clients attract top talent, comply with regulations and achieve their goals.