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:
Develop a personal roadmap for you and your firm and leave the workshop with:
Click here to see coming workshop dates and locations.