MBAexpress: Excellent Customer Service – V 2.0
MBAexpress: Excellent Customer Service – V 2.0 is a customer service CPE course that helps accounting and finance professionals understand what excellent service means in practice. This course explores internal and external customer relationships and identifies practical skills for meeting customer needs and expectations.
CPE Credit
1.0 Hours
DELIVERY METHOD
Self-Study (On Demand)
LEVEL
Basic
PREREQUISITES
None
PRICING
$119.50 per year
Course Description
MBAexpress: Excellent Customer Service – V 2.0 is a customer service CPE course designed for CPAs and finance professionals who interact with internal teams, external clients, and organizational stakeholders. This course examines what excellent customer service looks like in professional environments and identifies the core skills required to deliver it consistently.
Participants will explore the distinction between internal and external customers, recognize what customers need and want, and understand how those needs can be addressed effectively. The course emphasizes practical communication and service approaches that strengthen client relationships and improve day-to-day professional interactions.
Designed at the basic level, this customer service CPE course focuses on conceptual understanding and is accessible to professionals at any stage of their career. No prior knowledge of customer service principles is required.
What You’ll Learn
By the end of this course, you will be able to:
- Define excellent customer service in a professional context
- Identify the skills needed to provide excellent customer service
- Distinguish between internal and external customers and their respective needs
- Describe how to effectively serve external customers including clients and stakeholders
- Describe how to effectively serve internal customers including supervisors, departments, and employees
- Recognize the importance of customer needs and wants in service delivery
Who This Course Is For
This course is designed for:
- CPAs and public accounting professionals
- Corporate finance and accounting teams
- Business leaders and managers with client-facing responsibilities
- Finance professionals working with internal departments and cross-functional teams
- Individuals seeking foundational customer service CPE to strengthen professional relationships
Key Topics Covered
- Definition and importance of excellent customer service
- Internal customer service versus external customer service
- Skills required for effective customer service delivery
- Understanding customer needs and wants
- Serving external customers effectively
- Serving internal customers including supervisors, teams, and employees
- Communication approaches that support strong customer relationships
- Customer service best practices in professional environments
Why This Course Matters
Accounting and finance professionals are increasingly expected to build strong relationships with clients, colleagues, and organizational leadership beyond their technical functions. Understanding how to deliver excellent customer service — both internally and externally — can improve collaboration, client retention, and overall professional effectiveness.
This course provides a practical foundation for developing customer service awareness that supports stronger business relationships and career growth. Professionals looking to build on these skills may also explore related Communications and Marketing CPE courses and Business Management & Organization CPE courses available through NINJA CPE.
For additional professional development resources, visit the AICPA & CIMA learning platform.
Pricing & Access
$119.50 per year — Unlimited CPE Access
When you enroll, you receive full access to all courses in our catalog for one full year, including this course and every other available offering.
Unlike many CPE providers, we do not charge by the credit hour and we do not impose course expiration dates. Once you’re enrolled:
- All courses are included — no per-course or per-credit fees
- Your access lasts for a full year from your enrollment date
- Your completed course certificates remain available in your portal
- You can complete courses at your own pace, on your own schedule
This single annual enrollment gives you the flexibility to earn CPE hours when you need them — without worrying about expiring credits or additional costs.
Frequently Asked Questions
Is this course NASBA-compliant?
Yes. This course meets NASBA CPE requirements.
How is the course delivered?
On-demand, self-study format with quizzes for knowledge checks.
Can I complete this course at my own pace?
Yes. You may start, stop, and resume the course as needed.
