TRUSTED CLIENT ADVISER WORKSHOP

 

TRUSTED CLIENT ADVISER WORKSHOP
(formerly named Trusted Business Advisor Workshop)

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.

When you complete this workshop, you will be able to:

  • Understand the changing professional landscape and the need for increased client service
  • Knowledgeably and confidently articulate your ideas to firm leadership and then to clients
  • Demonstrate and price your unique value
  • Engage in thought provoking conversations that get to the source of what keeps your clients awake at night
  • Build strong relationships and earn your clients' trust
  • Improve firm unity

 

Develop a personal roadmap for you and your practice and leave the workshop with:

  • A process to implement the Trusted Client Adviser mindset in your firm
  • A toolbox with more than ten customizable tools available for immediate use (toolbox is available to workshop participants and all AICPA Private Companies Practice Section (PCPS) members)
  • Quarterly follow-up coaching calls
  • Exclusive access to the 60 Second Advisor eBook, providing quick tips and advice
  • Eight CPE credits

 

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 aicpalearning@aicpa.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.

 

TESTIMONIALS

 

"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."

- SIDNEY KESS, CPA, J.D., LL.M.,
 

"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."

- JOHN F. MALONEY, CPA, CFF, CVA, ABAR,
WOUCH, MALONEY & CO LLP HORSHAM, PA
 

 

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