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Rubino outreachintoclients

HOW TO TURN OUTREACH INTO NEW CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 24, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This course if designed for CPAs who are looking for ways to successfully reach and build trust among clientele. We will also address effective methods for building professional relationships and attaining credibility for client staying power.

The attainment of successful outreach involves:


  • Knowing what is not professional outreach

  • Building professional relationships

  • Communicating like a human showing respect

  • Learning to "press the flesh"

  • Becoming a technical "guru"

  • Searching for opportunities from the most unlikely places

  • Learning how to "think outside of the box"

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

Rubino & Company
Senior Manager
[email protected]
(301) 214-4137

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As a senior manager, Mr. Paul H. Calabrese provides accounting and consulting services to nonprofit and government contracting clients of the public accounting firm Rubino & Company for the past 20 years. His area of expertise includes the Uniform Guidance for Federal grants compliance and management with respect to policies and procedures for grants manuals, sub-recipient financial monitoring, training, and the development of negotiated indirect cost rates from indirect cost rate proposals.

Mr. Calabrese has obtain much success in his unique method of professional outreach or Practice Development (PD), as he has obtain several clients and added significant dollars in billings and backlog to his firm.

He has presented several webinars and seminars, of which this session was presented to the Maryland Association of CPAs
 

About Our Presenter

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Rubino & Company was founded in 1980. Since then, our commitment to quality and service has earned us a reputation for excellence. We are well-known within the community and continue to grow annually in number of employees and clients. The firm is nationally recognized as a leader in regulatory consulting and financial services, and also maintains an international presence.