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 role is foundational and necessary, there is also tremendous demand for the CPA to become a true relationship professional and be a Trusted Client Adviser.
No matter your level in the firm, you can become a strategic partner to your clients and translate day-to-day client challenges into consulting opportunities. The Trusted Client Adviser Workshop provides a process and supporting tools to assist you in engaging in meaningful client dialogue, transforming client service and growing your practice. Facilitated by practitioners currently using the process in their own firms, the workshop will provide practical guidance and real-life examples on how to implement this service model.
One Workshop. Two Audiences.
Firm Owners - Presented in conjunction with state societies and at several conferences, this workshop is available for sole owners and small firms ready to better client service and enhance firm growth through advisory services. If this course isn’t listed on your state societies’ calendar, contact your state to see if they’ll consider adding!
Staff – Available for purchase by firms with 10 or more professionals, this workshop is available for firms wanting to motivate future leaders, enhance firm growth and improve firm atmosphere and cohesion. Call 800.634.6780, option 1, or email firstname.lastname@example.org for more information on firm pricing. Please note that PCPS member firms receive a 20% discount.
Already taken this workshop? Consider taking CPA.com's Client Advisory Services Workshop as your next step. This two day workshop will take your skills to the next level using a cloud-based platform.
"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 Client Adviser 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 adviser and building on improving service for existing, new and prospective clients."