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Live Webcast Replay

Big Four Reasons Why CPAs and Consultants Are Fired

Total Credits: 2 including 2 Business Management & Organization - Non-technical

Average Rating:
Industry |  Personal Development |  Professional Development |  ACPEN Industry Institute
Don Minges, MBA
Course Levels:
2 Hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Whether you are in public practice, a consultant, or in industry – no one wants to lose their clients or their job. But why do so many CPAs treat their clients badly?  Result - the client fires that CPA. What are the four (4) leading reasons why clients fire their CPA or consultant?  Why do these actions alienate clients? Agreed, some of these actions may be unintentional, but the result is the same, the client moves on. Frustrating because it takes a long time to cultivate good clients.   

The discussion focuses on over forty (40) recommendations to strengthen the relationship with the client, to hopefully prevent the client from moving on. You may not practice the Big Four Reasons Why CPAS are Fired, but you probably know others who do. What are the lessons learned? We will discuss proven techniques to effectively retain existing clients, keep you employed and help you gain new clients! 

Basic Course Information

Learning Objectives
  • Understand four causes why clients fire their CPAs and consultants along with over forty recommendations to help prevent clients from moving on

Major Subjects
  • Do public practice CPA firms and consultants want to retain their clients?
  • What are the Big Four Reasons Why CPAs are Fired?
  • What are the actions to take to prevent being fired?
  • What does a CPA offer to their clients?

Course Materials


Don Minges, MBA's Profile

Don Minges, MBA Related Seminars and Products

Don Minges, MBA, is a fractional CFO who works in diverse industries at various development stages.  His expertise is in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis.  Don has experience raising equity for several growing firms and has invested equity capital into promising businesses.  He has served on the Board of Directors for many firms.  He graduated with highest honors from the Fuqua School of Business at Duke.


Sat, Jul 20, 2024 - 10:00am to 12:00pm EDT
Fri, Jul 26, 2024 - 12:00pm to 02:00pm EDT
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Tue, Aug 27, 2024 - 04:00pm to 06:00pm EDT
Fri, Sep 13, 2024 - 10:00am to 12:00pm EDT
Thu, Sep 26, 2024 - 12:00pm to 02:00pm EDT
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Sat, Oct 19, 2024 - 04:00pm to 06:00pm EDT
Mon, Oct 21, 2024 - 10:00am to 12:00pm EDT
Thu, Nov 14, 2024 - 12:00pm to 02:00pm EST
Wed, Nov 27, 2024 - 02:00pm to 04:00pm EST
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Thu, Dec 12, 2024 - 07:00pm to 09:00pm EST
Fri, Dec 27, 2024 - 12:00pm to 02:00pm EST
Sat, Dec 28, 2024 - 10:00am to 12:00pm EST

Additional Info

Basic Course Information

Prerequisites 1) At least six (6) months of work experience after college graduation, in a professional accounting, finance or similar role, and 2) at least six (6) months of work experience communicating with other professionals in the business hierarchy and with clients, vendors, suppliers and others.  
Advanced Preparation None
Designed For Who should attend: Corporate Financial Leaders, Corporate Financial Managers, CEOs, CFOs, Controllers, Board members, advisors, and Consultants. 
Original Recording Date 04/04/2022
Course Developer The Knowledge Institute, LLC  
Date Added to Catalog 03/29/2022
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (972-377-8199). 

Official Registry Statement

Business Professionals' Network, Inc. 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:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 

Promo Video



Overall:      4.4

Total Reviews: 12


Anthony D - Gaylord, Michigan