CPA - medium firm
CPA - large firm
Other
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"
Jill Davis (self employeed)
"Paul was Amazing!!! Everyone should attend or watch the recording. He was so helpful with outreach to new clients."
Armando Vela Vela (Armando Vela CPA)
"very good webinar, from a fellow introvert to another, resonated well with the specific do's and don't's"
ALLEN BLEICK (A. ALLEN & ASSOC)
"if you want to learn how to get out of your shell, listen to this man."
Michael Hemmelgarn (SMART Consulting LLC)
"Very fact-filled, practical & enjoyable webinar. Thank you!"
Eva Putnam (All Tax Solutions Ltd)
"It was very professional and liked it very much."
Ernesto Lugo-Valenzuela (ASI Consulting Group, LLC)
"Great class. Great instructor. Thank you a lot!"
pam griffin (CAPITAL PAYROLL SYSTEMS LLC)
"great speaker. great insight."
Nick, MA
"Very good webinar, certainly one of the better ones in the roster. 0% sales-y"
Paul Calabrese
Rubino & Company
Senior Manager
pcalabrese@rubino.com
(301) 214-4137
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
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