Build strong relationships and earn your clients' trust


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

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

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 Company Practice Section (PCPS) members)
  • Exclusive access to the 60 Second Adviser eBook, providing quick tips and advice
  • Eight CPE credits

One workshop. Two audiences.

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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 advisery services.

If this course isn't listed on your state societies' calendar, contact your state to see if they'll consider adding!

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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 for more information on firm pricing.

Please note that PCPS member firms receive a 20% discount.

Already taken this workshop?

Consider taking'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 power of smart business

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. 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.

To learn more about, please contact our team at or by calling 1.855.855.5CPA.