In order to create a solid, long-term growth strategy, firms must include two very important factors: new business development and firm loyalty. This course focuses on the loyalty factor and how this plays directly into the growth of an accounting firm. Loyalty in the form of employees and clients can have a significant impact in the bottom-line profitability of any accounting firm with increased client and employee retention directly impacting productivity. This course outlines how to build loyalty within accounting firms and strategies for immediate improvements.

Course Key Concepts: Loyalty, Growth, Client service, Employee development, Leadership, Retention.

Learning Objectives
  • Discover and define the role loyalty plays in a growth strategy.
  • Explore and label the three sections of the loyalty wheel.
  • Identify and list 4 ways to improve client service.
  • Identify and list 4 ways to improve the investment in employees.
  • Identify and list 4 ways to improve firm culture.
Last updated/reviewed: March 5, 2024
6 Reviews (17 ratings)

Reviews

5
Member's Profile
Well presented and concise. I like that the presentation is to the point and clear. I don't appreciate that the review has to be 50 character at a minimum. That results in a review that is not well presented or concise.
5
Anonymous Author
Great job, thank you so much, I really appreciate it, great course, great content!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
5
Anonymous Author
It was nice to have a course on this topic. The instructor made great points and I'll take these back to my firm.
5
Anonymous Author
Simple and smart. Loyalty if overlooked both internally and externally will certainly drive unfavorable results.
5
Anonymous Author
Great overview of framework to design a strong culture in professional service firms
4
Anonymous Author
very good quick and efficient an thoroughly outlined and explained
Prerequisites
Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Building Firm Loyalty2:01
  Loyalty Role In Growth Strategy6:50
  Three Section in Loyalty Wheel8:08
  Four Ways to Improve Client Service7:57
  Ways To Improve Employee Investment4:43
  Ways to Improve Firms Culture5:57
  Conclusion 0:50
CONTINUOUS PLAY
  Building Firm Loyalty36:30
SUPPORTING MATERIAL
  Slides: Building Firm LoyaltyPDF
  Building Firm Loyalty Glossary/ IndexPDF
  Handout: Building Loyalty GuidePDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam