In the ever-competitive world of accounting, standing out requires more than just exceptional technical expertise—it demands an unparalleled client experience (CX). For marketers, partners, and business development leaders at accounting firms, this challenge is an opportunity to innovate and drive growth. That’s why our upcoming webinar is the perfect chance to dive into best practices from those leading the charge in CX excellence.

Join us for an in-depth discussion featuring a panel of industry leaders from top-performing accounting firms who have successfully implemented CX initiatives and seen transformative results.

Our expert panelists, Sarah Cirelli, Chief Marketing Officer at Grassi Advisors & Accountants, and Suzanne Reed, Chief Marketing Officer at LBMC, are seasoned professionals from leading accounting firms who have been in the trenches of client experience initiatives. Moderated by ClearlyRated Founder and CX Strategist, Eric Gregg, this conversation will delve into the practices, strategies, and mindsets that have propelled their firms to the forefront of client experience excellence.

What you'll gain: peer wisdom and proven strategies.

• Roadmap to Successful CX Initiatives: Discover the essential steps to effectively launch and manage a client experience initiative in your firm.
• Avoid Common Pitfalls: Learn from the missteps and challenges our panelists have faced, so you can navigate your own CX journey more smoothly.
• Actionable Client Feedback: Uncover the most effective techniques for collecting, analyzing, and acting on client feedback to drive tangible improvements.
• Calculating and Proving ROI: Gain insights into how to measure the return on investment for your CX efforts, convincing stakeholders of its critical value.
• Interactive Q&A: Engage directly with our panelists to ask questions and share your experiences, ensuring personalized learning and the fostering of industry connections.

Whether you’re spearheading a new CX initiative or looking to refine your existing strategy, this webinar offers invaluable insights from those who’ve successfully navigated the path to CX excellence.

About our Moderator

Eric Gregg, Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

Join ClearlyRated founder and CX strategist, Eric Gregg for a fast-paced, 30-minute discussion of how Best of Accounting firms leverage the program to outpace the competition.

More than just a survey, learn how ClearlyRated is helping firms unlock growth through better service, stronger social proof, and improved reputation, with the industry's largest database to benchmark your performance.

What you'll learn:

• The role that CX has in accelerating accounting firm growth
• How the Best of Accounting designation is earned, and how the program impacts growth
• Simple tools for improving retention and increasing expansion
• How to turn client testimonials into new opportunities

About our Moderator

Eric Gregg, Founder & CX Strategist

With two decades of research experience in B2B professional services, Eric Gregg and the team at ClearlyRated have analyzed more than 7.2 million surveys with the goal of determining what drives success for professional services firms.

Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.

Join us for a panel discussion tailored specifically for accounting firms with a merger or acquisition in the near future. Hosted by Eric Gregg, CEO & Founder of ClearlyRated, this webinar will provide you with practical tools and rich insights, drawn from key communication techniques and survey data applications.

You'll benefit from the unique knowledge of three accomplished industry veterans - Katie Tolin of Growth Partners, Alyson Fieldman of Rockit Results, and Jade Reichling of EisnerAmper, each with a successful track record in skillfully handling and assisting with mergers and acquisitions.

What you'll learn:

• How to leverage the power of timely communication to keep your clients, staff, and stakeholders confident and informed during the transition.
• Insights on how to extract and apply imperative data from client surveys before, during, and after the deal.
• The impact of starting your surveys early in the M&A process and how this critical step can shape the success of the transaction.
• Real-life scenarios where client experience tipped the balance in M&A outcomes.

Presenter

Eric Gregg, Co-Founder
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Join ClearlyRated’s CEO Eric Gregg for this quick-hit 30-minute webinar as he reveals brand new research, including the latest NPS® benchmarks for the accounting industry and highlights from our Industry Benchmark Study. Get a sneak preview of our upcoming report, and gain insight into the minds of accounting buyers. 

What you'll learn:

• The latest research on NPS benchmarks for accounting firms
• Key factors influencing accounting buyer decisions
• The drivers of satisfaction for accounting buyers
• Strategies to elevate client experiences from satisfaction to loyalty
• The evolution of CX to always-on experience management

Empower your firm with actionable insights into client expectations and learn how to craft exceptional client experiences that not only prevent churn but also pave the way for organic growth within your existing accounts.

Presenter

Eric Gregg, CEO & Founder

With two decades of research experience in B2B professional services, Eric Gregg and his team at ClearlyRated have analyzed more than 6.7 million surveys with the goal of determining what drives success for professional services firms. Eric has served as an adjunct faculty member in Portland State University’s marketing program, and has published numerous articles, business cases, and technical notes in the field of marketing, client loyalty and employee satisfaction. His research and consulting have been featured in articles and as a noted industry speaker.