Scaling New Heights

Advanced Training for Accounting Professionals

How to Ignite Your Client Engagement Strategy for 2022

Speaker(s): Joshua Lance

The shift to a digital-first business has sparked new ways of engaging with clients. Whether you're an accounting professional, agency, or consultant, professional services who adopt a new hybrid approach to client engagement are the ones who will remain competitive and scale in 2022.

Learning Objectives

  • How to win clients 2x faster with a virtual business model
  • How to prevent write-offs and increase revenue with better scope management
  • How to identify opportunities to upsell and cross sell your existing clients
  • What a client engagement & commerce platform is and why it’s here to stay
  • How to automate your client engagements and payments in one place more