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The Building Blocks of Client Relationships with Path by Simplex
Computer Software and Applications

THE BUILDING BLOCKS OF CLIENT RELATIONSHIPS WITH PATH BY SIMPLEX

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 8, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

A good client relationship is a start of a long and successful partnership. In this presentation, we will walk through how to maximize your client relationships and the tools you can use to do so.

Using Path by Simplex, you will have real-time tracking of financial progress, data transparency, and a way to collaborate on business decisions.

This technology will revolutionize your client relationships by giving you access to a collaboration dashboard so you can collaborate on action items, dive deeper into business opportunities, and visualize the next steps for your client’s business.

Learning Objectives:


  • Identify how to improve client communication

  • Recognize how to cultivate effective data

  • Determine how to redefine what matters

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Robert Chandler

Simplex Financials
Co-Founder & Chairman
[email protected]

Simplexfinancials

Robert J. Chandler is recognized as a leader in the small business and accounting technology field and over 25 years in the FinTech space.

As a pioneer and visionary, Robert quickly saw the need for cloud computing in the accounting vertical and was recognized as a top executive leader by the CPA Practice Advisor Magazine. He has also received recognition as one of the top 50 Innovation Companies to Watch and the Small Business Influencer Award. 

Linkedin

Richard Roppa

Quasar Cowboy Consulting
Founder
[email protected]
(832) 891-4463

Quasarcowboy

Richard Roppa-Roberts is the Founder of Roundtable Labs and Quasar Cowboy and is affectionately known as the ProAdvisor’s Advisor.

Richard offers executive and strategic coaching and business insights, guidance, and systems for accounting professionals. In addition, he is an experienced facilitator, conference speaker, and author at Firm of the Future and CPA Practice Advisor.

He was named by Accounting Today as "One to Watch“ in the Top 100 Most Influential People in Accounting issue, November 2019.

About Our Presenter

Simplexfinancials
Simplex Financials is a technology company focused on helping business owners overcome their financial challenges, as well as informing advisors of how their clients are performing. 

Their mission is to connect business owners with what they need right now to make their dreams a reality. Simplex Financials is a nimble and agile group of SMEs empowered to bring products to market quickly, without making reactionary counter-productive decisions.