Mining Your Firm Client Database for Revenue (C74562)

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Cancellation Policy

Please note that this webinar Is from a third party vendor, CPA Crossings. We strongly recommend registering no later than one-hour before the webinar begins. Please contact CPA Crossings webinar hotline if you do Not receive your webinar invitation via email within five minutes after registering:  877-370-2220 ext. 1. Thank you.

Date(s):

05/06/2026

Registration Open:

12:00 AM - 11:00 AM

Time:

11:00 AM - 12:00 PM

Facility:

 Online

Meeting Type:

Webinars

CPE Credit:

1.00

Field(s) Of Study:

Business Management & Organization (1.00)

Level of Knowledge:

Basic

Price:

Member: $55.00
Nonmember: $75.00

Individual Discounts:

Not Available

Overview

After attending this presentation, you will be able to...

  • Identify hidden advisory opportunities through client behavior and history.
  • Develop database segmentation strategies for upsell, cross-sell, and retention opportunities.
  • Design proactive review touchpoints that spark new revenue.

Highlights

The major topics that will be covered in this course include:

  • How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.
  • How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.
  • Using the data you already own and relationships you have already built :to drive smarter growth.

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Speaker(s)

Prerequisites

None