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Why Your Client Experience is the Foundation of Your Success

If you're planning an event for accountants or bookkeepers, we can help you book an amazing speaker.

Onboarding with Excellence - The Client Experience 2.0™ Way

Moving Faster During Busy Season - How to Get Clients to Send Documents Quickly

Evaluating Your Firm's Risk of Cyber Fraud and Key Ways to Prevent It

Differentiating Your Firm - Make Your Client Experience Stand Out

Our speakers are experts on multiple topics. Here's just a few:

Medieval Italian Literature*

*Seriously! Tim is an expert.