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ClearlyRated Webinars

Here at ClearlyRated, we're on a mission to help accounting firms accelerate growth with survey programs that measure the client experience, build firm reputation, and differentiate on service. But it doesn't stop there! Using our own research, we develop webinars that provide insights and best practices on various topics to help your firm build a transformative culture around service quality and become a valuable service provider in the eyes of your clients and buyers. Check out our recent webinars below!

Client Experience Post-COVID:
How CPA Firms Leverage ClearlyRated to Protect Revenue and Grow Their Firm

In times of social unrest and economic uncertainty, it is more important than ever for accounting firms to stay in close contact with the clients and employees who drive their business. What do buyers of accounting services want from their firms? What are employees' perceptions of the current economic climate, and—more specifically—your firm's ability to lead through times of uncertainty?

ClearlyRated's CEO and Founder, Eric Gregg, discusses these questions and hones in on trends most impactful for accounting firms post COVID-19.

Marketing and Business Development in Volatile Times: 5 Ways CPA Firms Can Reduce Stress for Buyers

What other dynamics do prospective clients face (and fear) when selecting a new accounting firm to work with? And what strategies can accounting firm marketers and business development leaders employ to reduce stress that buyers face, especially in times of market volatility and uncertainty?

Watch Kat Kocurek's, VP of Marketing at ClearlyRated, webinar that harnesses the latest buyer research and industry data to address these questions.

5 Things You Should Know About Best of Accounting™ Winners

If this is your first time hearing about Best of Accounting, or if you are looking for more information about the inner workings of the award program, this webinar is for you! Kat Kocurek, VP of Marketing at ClearlyRated, will walk through the process that accounting firms take to qualify for the award and examples from the field of what a transformative culture looks like when it comes to service quality.

Activating Client Feedback, the Data Lifecycle, and CRM for Accounting Firm Growth

What many accounting firm leaders, marketers, and BDs don't realize is that the power of client feedback can scale dramatically based on the methodologies, frameworks, and systems that place feedback into the larger context of the data lifecycle.

In this webinar, ClearlyRated's VP of Marketing, Kat Kocurek, is joined by Michael Warren, VP of the CRM Practice at Wilson Allen to discuss opportunities for accounting firm leaders to think systematically and strategically about how client feedback, the data lifecycle, and CRM implementation will inform firm growth.