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.

A world-class experience awaits

Get the recognition you deserve and grow your business with ClearlyRated.

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  • ClearlyRated

    ClearlyRated is dedicated to assisting our clients kick a** in their client experience strategy and continuously on a mission to help B2B service firms differentiate themselves based on their service excellence. Our platform blends a short, client satisfaction survey leveraging NPS® to improve retention, grow accounts, win new business, and boost online reputation.