Byron Patrick, CPA.CITP, unravels the full potential of client health scores for forward-thinking accounting professionals. While traditional satisfaction metrics like CSat and NPS often fall short, the dynamic Client Health Score emerges as a critical tool to advance your practice. This tool is designed to fortify client retention, influence team evaluations, and steer informed decisions about client engagements. Break away from the conventional metrics and understand how to employ this innovative measure for optimal results. The session is designed to equip you with actionable steps on integrating Client Health Scores into your practice to elevate your service quality & operational efficiency. In this webinar, you'll learn: ✅ Discover the key benefits of tracking Client Health Scores, including improved client retention and more strategic decision-making. ✅ Learn to implement essential questions and metrics in evaluating client engagements toward forming a comprehensive Client Health Score. ✅ Identify strategies for addressing and resolving issues indicated by low client health scores to maintain and enhance client relationships. ✅ Analyze real-world examples of using Client Health Scores to enhance strategic decision making. 🔔 Earn NASBA-approved CPE and IRS-approved CE at https://www.earmark.app/course/951e1169-62d8-48b8-bc8a-da3d2b50f9dc About the instructors: Byron Patrick, CPA.CITP: Byron began as a CPA and then merged his passion for technology with accounting. He frequently speaks at conferences and contributes to industry publications, including the JofA. He has been an active member of the Maryland Association of CPAs and AICPA, holding several key positions. Living on a small horse farm in Maryland with his future wife Nikki, Byron is the proud father of an engineer and a student-athlete at the University of Pittsburgh. https://www.linkedin.com/in/byronpatrick/ Learn more about VERIFYiQ: https://verifyiq.co byron.patrick@verifyiq.co https://www.linkedin.com/company/19013839 https://twitter.com/VERIFYiQ