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Trusted Business AdvisorSM Workshop

Trusted Business AdvisorSM Workshop

CPAs perform numerous roles when servicing clients' varied needs. Serving in the expert capacity for accounting, audit, and tax related services is where CPAs have made their mark. While this technical expert role is foundational and necessary, there is also tremendous demand for the CPA to play the role of the Trusted Business Advisor.

Join an emerging group of CPAs who are taking this initiative to become Trusted Business Advisors to their clients. This workshop provides practical tools and guidance to help you better explore your client's needs and provide the most optimal solutions. You'll learn how to translate the day-to-day issues clients face into consulting opportunities. Facilitated by practitioners currently implementing the process in their own firms, you will get the education and guidance you need to successfully bring this new philosophy and service process into your practice. The Trusted Business AdvisorSM workshop provides the tools, techniques and skills for CPAs looking to expand their role from "technical expert" to "most Trusted Business Advisor"

In one intensive day of training you will:

  • Learn ways to knowledgably and confidently present yourself to clients and demonstrate and price your unique value
  • Study techniques on how to engage in thought provoking conversations that get to the source of what is keeping your clients awake at night
  • Strengthen core skills and evolve as your clients' strategic partner by integrating knowledge, expertise, and resources from multiple disciplines
  • Learn how to build strong relationships and earn your clients' trust

Develop a personal roadmap for you and your firm and leave the workshop with:

  • A process to implement the Trusted Business Advisor role in your firm
  • A customizable toolbox with over ten useful tools available for immediate use
  • A valuable workbook to help put what you learned into practice
  • Exclusive access to the 60 Second Advisor eBook, providing quick tips and advice for the Trusted Business Advisor
  • Eight CPE credits


Click here to see coming workshop dates and locations.