Build your digital client advisory services at our workshop

Digital Client Advisory Services
Roadmap Workshop


Build your BPO business model at our Digital Client Advisory Services Roadmap Workshop

Advanced cloud technology has transformed client accounting services. Integrated cloud applications support a highly efficient digital workflow that enable firms to access up-to-the-minute data and provide higher-value advisory services that support clients’ long-term financial success. More and more businesses need accounting support, and are looking for a Trusted Business Advisor® that can provide a range of services, from back-office accounting work to controller and CFO level services.

To help firms take advantage of the opportunity to increase value through advisory services, has developed the digital client advisory services roadmap workshop.

This two-day, live training workshop provides introductory instruction to get you started on building a profitable, high-performance outsourced accounting and advisory practice. Our proven and tested education program, combined with our collaborative consultative approach, moves progressive firms forward in their transition to higher-level advisory services and cloud-based technology. The workshop, offered at various cities across the country, provides a step-by-step roadmap covering the most advanced framework and best practices to help you achieve success in this area. Workshop attendees are eligible to receive 15 CPE credits for their attendance and participation.