Take the next step in client service
Training & Workshops
Learn about our training & workshops
Set yourself apart and strengthen your expertise in client advisory services with our fundamental client accounting advisory services certificate.
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
Build your BPO business model at our Digital Client Advisory Services Roadmap Workshop
Join us December 9-11, 2019 at Hyatt Regency Bellevue - Seattle, WA
Roadmap Workshop to Developing a Tax and Personal Financial Planning Advisory Service
Expand your tax preparation and planning services to include year-round financial planning advisory services.
Trusted Client Adviser Workshop
No matter your level in the firm, you can become a strategic partner to your clients
Ahead of the curve with premium outsourced finance and accounting services
Leading Clients in the Right Direction with High Value Advisory Services
Differentiating Client Services with a World of New Options to Address Client Needs