Date: Feb. 7, 2025
Time: 8:30 – 9:30 a.m. PT
Strategic Client Management: Filtering, Pricing, and Saying No the Right Way
1. Identifying Red Flags Early
2. Raising Prices to Improve Client Fit
3. Messaging to Prospective Clients: Saying "Not Now" Without Losing Future Business
4. Transitioning Difficult Clients Out Smoothly
E2140225
Virtual
The East Bay MAP committee (“Management of an Accounting Practice committee”) focuses on management issues confronting CPA firm owners, managers and prospective owner/managers. The committee meets monthly excluding March, April, July and Oct. The meetings are generally held on the first Friday morning of each month, from 8:30am to 9:30am.
Date: Friday, Feb 7, 2025
Place: Zoom Meeting
Time: 8:30am - 9:30am
Price: $ 0 member/ $10 nonmembers
Virtual Zoom Meeting
All Attendees must register for this meeting by 5pm on Feb 6. Registration will close at that time.
The Zoom link for the meeting will be emailed out to all registered attendees the day before the meeting date.
This is a Non-CPE event and no credits will be given out.
Have Questions? - Contact
Contact Erin Silva esilva@mavenoak.cpa or eastbay@calcpa.com.