Driving Strategic Growth: The Role of Client Experience

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.

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 one of the industry’s leading voices on buyer behavior and client experience, ClearlyRated founder Eric Gregg, as he provides a sneak peek into the changing needs of accounting buyers and how firms can best position themselves for growth in 2025 and beyond.

The ClearlyRated buyer survey will share key satisfaction benchmarks and drivers, along with the most impactful trends facing your accounting firm now and in the future.

What you'll learn:

• How buyers of accounting services make decisions about which firms to use, and how your firm can stand out
• How economic uncertainty impacts satisfaction and how best to create client loyalty
• What current clients wish their accounting firm contacts would do differently, and how top firms outperform
• How new and emerging technologies have altered the buying decisions of accounting clients

We'd like to thank our research sponsor:

Speaker

Eric Gregg, Co-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.

Wednesday, February 18 at 10am PT | 1pm ET

The accounting industry in 2026 is defined by rapid transformation, rising client expectations, and intensifying competition. Firms are navigating AI-driven automation that’s becoming baseline practice. At the same time, technology and operational pressures are reshaping how clients judge value and choose their accounting partners — often rewarding firms that deliver faster, smarter, and more proactive experiences. In this climate, client experience (CX) has emerged as one of the most powerful competitive differentiators for accounting firms — especially as firms seek growth beyond compliance and traditional service models.

Join ClearlyRated Founder & VP of Customer Success, Eric Gregg, for a practical, insight-driven session on how client experience can become one of your firm’s most reliable growth engines. Whether you’re actively investing in CX or just starting to explore what’s possible, this session will give you clear frameworks and real-world perspective you can act on.

In this session, you’ll learn how to:

• Differentiate your accounting firm in a market where clients expect speed, insight, and digital-first service
• Understand what client experience truly is (and isn’t), and where your firm falls on the CX maturity curve
• Turn service issues and feedback into opportunities for stronger relationships and increased revenue
• Unlock growth with existing clients by building trust, proof of excellence, and proactive engagement

Can’t make it live? No problem — this webinar will be recorded and shared, along with the slide deck, with all registrants.

Register now to reserve your seat!

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‍Your Host:

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Eric Gregg
Founder | ClearlyRated
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Join us for a 40-minute, fast-paced webinar designed specifically for accounting firm marketers who want to elevate their client experience strategy. We’ll unpack the five most important features or attributes of a client feedback platform — and go beyond the technology to explore what really drives a successful, ROI-increasing client experience program.

Drawing on years of expertise, ClearlyRated Founder & CX Strategist Eric Gregg will be joined by Alexandra Brophy, Sr. Marketing Manager at Baker Newman Noyes to share both strategic insights and real-world perspective from the field.

What You’ll Learn:

• The essential technical features to prioritize when evaluating a platform
• How to scale a client feedback program as your firm grows
• Strategies for improving adoption across partners and staff
• The intangible qualities that separate a “good” platform from a true growth driver

Whether you’re just beginning to explore client feedback solutions or actively searching for the right platform, this session will equip you with the knowledge to make a confident, informed decision.

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Alexandra Brophy
Sr. Marketing Manager | Baker Newman Noyes
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Eric Gregg
Founder | ClearlyRated
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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 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.

Accounting firms are at a crossroads: with three-quarters of CPAs set to retire over the next decade and a shrinking pipeline of new graduates, marketing and operations leaders must find innovative ways to sustain—and elevate—client and employee experience.

Join ClearlyRated founder and CX strategist, Eric Gregg, and Roshan Chekuri, GM of AI Products at Floqast, as they discuss the future of talent in accounting and how AI can not only provide personalized, white-label client experience, but automate and improve marketing and sales processes to create pipeline and firm growth.

In this 60-minute session, they cover the following:

• The future of talent and the workforce in accounting.
• How AI can help mitigate the talent gap and elevate CX at your firm.
• How to leverage AI and your expertise to create effective marketing campaigns and grow your pipeline.
• All of your questions!

Speakers:

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Roshan Chekury
GM of AI | Floqast
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Eric Gregg
Founder | ClearlyRated
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In today's dynamic landscape, professional service firms must stand out and find ways to add value beyond billable hours. Your firm's expertise - delivered through compelling and differentiated thought leadership - represents untapped potential for building stronger client relationships and attracting new business. Yet this is often an underutilized asset. 

Join us for a compelling webinar that unpacks the critical role of client-centric thought leadership in elevating your brand, driving firm growth, and enhancing the overall client experience.

This session will go beyond the theory, providing actionable strategies for transforming expertise into growth. We'll explore how top-performing firms leverage their research and expertise to shape market conversations, attract ideal clients, and deepen existing relationships, ultimately moving from service provider to trusted advisor.

Learning Objectives:

• Grasp the Strategic Imperative of Thought Leadership: Understand how a robust thought leadership strategy impacts brand perception, market positioning, and ultimately, your firm's growth trajectory.
• Master Best Practices for Maximizing Impact: Discover proven methodologies for developing, distributing, and amplifying your thought leadership to ensure it resonates with your target audience and generates measurable results.
• Harness the Power of Research: Learn how to integrate original research and data-driven insights into your thought leadership to establish unparalleled credibility and authority in your niche.‍
• Connect Thought Leadership to Client Experience: Explore how sharing valuable insights fosters trust, demonstrates expertise, and contributes to a superior, more engaging client journey.

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Speakers:

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Ben Kent
Founder | Meridian West
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Ethan Murphy
Consultant | Meridian West
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Eric Gregg
Founder & CX Strategist | ClearlyRated
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The professional services industry is undergoing a seismic shift, and at the center of this transformation is the rise of client experience (CX) as a strategic advantage. Join Eric Gregg, Founder and CX Strategist at ClearlyRated, and Ryan Suydam, Founder of Client Savvy and CX Architect at ClearlyRated, for an unscripted and insightful conversation on the state of CX in professional services.

In this fireside-style chat, Eric and Ryan will share their perspectives on the CX revolution taking root in staffing, A/E/C, legal, accounting, consulting, and other service-based firms. From industry-wide trends to emerging expectations, they’ll unpack the opportunities—and challenges—facing firms that want to move from being “one of many” to becoming truly irreplaceable to their clients.

Learning Objectives:

• Understand the Evolution of CX in Professional Services: Gain clarity on how client expectations have shifted and why CX has become a core business imperative for firms seeking growth, loyalty, and differentiation.

• Explore Emerging CX Trends and Strategic Opportunities: Learn what high-performing firms are doing to embed CX into their culture, delivery, and business development practices—and what the future of CX might hold.

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Speakers:

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Ryan Suydam
Founder | Client Savvy
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Eric Gregg
Founder | ClearlyRated
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