Build strong relationships and earn your clients' trust

AICPA PCPS

Trusted Client Adviser Workshop

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

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 (formerly Trusted Business 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