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Free cpe webinars
How to Handle Difficult Clients: Practical Strategies for a Successful Firm

HOW TO HANDLE DIFFICULT CLIENTS: PRACTICAL STRATEGIES FOR A SUCCESSFUL FIRM

Available Date(s)
Thursday, April 24, 2025: 1:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend CPA - small firm
Course Description

Many firms feel the pressure of dealing with difficult clients, and few have taken the time to develop strategies to deal with them. Now is a good time to take a look at your clients to see what changes you can make going forward. Join us for a webcast designed to empower you with the tools and strategies needed to manage challenging client interactions effectively, ensuring the best interests of your firm and your personal well-being.

During this webcast, we will dig into practical strategies for handling difficult clients, including when and how to consider firing those who take more energy than they are worth. We understand that the demands of working in the accounting industry can sometimes be overwhelming. Our goal is to provide you with a moment of mental sanity and actionable insights.

Learning Objectives

  • Identify signs of a problematic client and implement strategies to manage these interactions professionally and efficiently

  • Outline the criteria for evaluating whether a client is worth keeping and the steps to take when it’s time to part ways

  • Describe how technology and AI can streamline processes and client interactions, and discuss ethical considerations in their use

  • Recognize and give examples of potential business opportunities arising from client inquiries and how to capitalize on them

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Mucki Sobania

Thomson Reuters
Solutions Consultant Lead
[email protected]
(800) 968-8900

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Mucki Sobania has been with Thomson Reuters since 2015, most recently serving as Senior Solutions Consultant in the Tax Professionals segment. She previously worked in a consultative capacity, demonstrating the Thomson Reuters suite of products to help in the growth and transformation of tax and accounting firms. In her current role, Sobania looks for opportunities to help firms transition to being “advisory-centric” in their client relationships as they grow their business.

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James Hasler

GarciaHasler, LLC
Managing Partner

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Jim has been a licensed CPA for over 30 years. Becoming a partner in 2010, Jim has worked with Greg since January 2003 and has been instrumental in the growth of the firm’s tax, advisory and accounting practices. Like his partner, he began his career in the tax department of a big-eight accounting firm. He served as chief financial officer of an international nonprofit organization for ten years. He has experience with tax return preparation, tax planning, business advisory, small business accounting and operational issues. When not serving clients, Jim enjoys spending time with his family, traveling, and riding horses.

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Christopher C. Papin wears many hats. He is a licensed attorney, a certified public accountant, and a life, accident, and health insurance producer. Chris was born in Edmond, Oklahoma. He received a Bachelor’s degree in accounting from the University of Oklahoma in 2004 and a Master’s degree in accounting from the University of Oklahoma in 2005. Chris became a Certified Public Accountant in 2007 and received his Juris Doctor degree from Oklahoma City University School of Law and was licensed to practice law in Oklahoma in 2008. Chris was admitted to practice before the United States Tax Court in 2010.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Thomson Reuters (TSX/NYSE: TRI) (“TR”) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world-leading provider of trusted journalism and news. For more information, visit tr.com.