Take the next step in client service


Training & Workshops

Learn about our training & workshops

CAAS Certificate

CAS Certificate

Set yourself apart and strengthen your expertise in client advisory services with our fundamental client accounting advisory services certificate.

Sales & Use Tax Workshop

Compliance & Advisory: Roadmap to Your Sales and Use Tax Practice Model

Build a business model that helps clients navigate the changing landscape of sales and use tax.

Digital Client Advisory Services Roadmap Workshop

Client Advisory Services Roadmap Workshop

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

Digital CPA

Digital CPA

December 8th Virtual Event

Tax and Personal Financial Planning Workshop

Financial Planning Advisory Services: An Extension of Your Tax Practice

Expand your tax preparation and planning services to include year-round financial planning advisory services.

Trusted Client Advisor Workshop

Trusted Client Adviser Workshop

No matter your level in the firm, you can become a strategic partner to your clients

Success Story

Success Story

Ahead of the curve with premium outsourced finance and accounting services

Success Story

Success Story

Leading Clients in the Right Direction with High Value Advisory Services

Success Story

Success Story

Differentiating Client Services with a World of New Options to Address Client Needs