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Twitter Chat

The Positive Ethics of Capitalism

#cschat2
10 a.m. Pacific, Oct. 26, 2010
Guest: Daniel D. Morris, CPA

Read the transcript of our Oct. 26 Chat.


Customer Selection, Retention & Loyalty

#cschat1 | Transcript
10 a.m. Pacific, Aug. 12, 2010
Guest: Daniel D. Morris, CPA

In this hour-long Twitter chat, you will learn how CPA firms can exponentially improve their profitability by:

  • better customer selection efforts;
  • enhanced retention services, and
  • rewarding loyalty





Daniel D. Morris, CPA, is a partner in the San Jose firm of Morris + D'Angelo and a founder of the VeraSage Institute, a think tank dedicated to teaching value pricing to professionals around the world. Morris is a frequent keynote speaker on topics ranching from Value Pricing through Business Process Change Leadership. He has been an instructor with the California CPA Education Foundation since 1998 and has  authored and taught more than a dozen courses, including You Are What You Charge For: Success in Today's Emerging Experience Economy (with Ronald J. Baker); Trashing the Timesheet: A Declaration of Independence (with Ronald J. Baker and Justin H. Barnett of the VeraSage Institute); and Improving your Firm's Customer Selection, Retention, and Loyalty.



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Oct. 26 Aug. 12