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 Advisor℠ workshop provides the tools, techniques and skills for CPAs looking to expand their role from "technical expert" to "most Trusted Business Advisor".
The Trusted Business Advisor Toolbox expands upon the concepts offered in the Trusted Business Advisor℠ workshop and provides a customizable toolbox and additional resources to support you in the process for creating and maintaining your status as a Trusted Business Advisor to your clients. This toolbox is offered to AICPA Private Companies Practice Section (PCPS) members.
"Practicing as a CPA has never been as difficult as it is today. Developing a powerful resource network improves your client relationships and increases your firm's revenues. The AICPA Trusted Business Advisor Workshop is an excellent way for the CPA to focus on how to more effectively serve his or her clientele."
"Great job hitting the heart of the matter in the role as client advisor and building on improving servicing existing, new and prospective clients."