Trusted Client Adviser Workshop
Let us show you how to move beyond the numbers while maximizing opportunities
Hear what past attendees are saying about the Trusted Client Adviser Workshop
Hear how leaders in the profession have moved their firms forward
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:
for you and your practice and leave the workshop with:
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 advisery services.
If this course isn't listed on your state societies' calendar, contact your state to see if they'll consider adding!
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.
Please note that PCPS member firms receive a 20% discount.
Consider taking CPA.com's Digital Client Advisory Services Roadmap Workshop as your next step. This two day workshop will take your skills to the next level using a cloud-based platform.
"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
The accounting landscape is changing rapidly. In a word, Complexity, defines the single greatest challenge, and opportunity, facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development.
CPA.com is your primary source for taking the complexity out of moving your Firm into the digital arena — enabling you to focus on growing your business with the smartest solutions in our industry.