In this interactive course, accounting and finance professionals will learn essential strategies to enhance client relationships significantly. Gain insights into the motivations and challenges faced by entrepreneurs and explore the pivotal role of trust in fostering lasting connections with clients. Supported by real-world examples, discover actionable approaches to tailor solutions, drive innovation, and position yourself as a trusted advisor. Transform numerical data into meaningful impacts to help clients realize their aspirations effectively.
Learning Objectives:
Anchor
COO & CFO
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Tal Ben Bassat is an MBA graduate, lawyer, and CPA who worked at KPMG and PWC, and has experience as an international business consultant. As a former tax firm owner for accountants, he has firsthand experience in building and leading a successful practice, giving him a profound understanding of the challenges and opportunities within the accounting profession. Tal's tenure as the Director of Product Strategy, M&A, and Business Development at Mastercard honed his strategic and business acumen, preparing him to tackle complex financial landscapes and drive growth through innovative strategies. Today, he serves as the CFO and COO at Anchor, a hyper-growth startup for accounting firms that grew by 50% since the beginning of 2024. He is co-spearheading the delivery of automated billing and collections to service providers. Tal's career experiences make him a unique and dynamic finance leader with a broader business and financial perspective than most, making him an excellent source of information on revenue protection and dynamic pricing.