Webinars

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Evolving Together-Client Insights and Peer Advice to Help Grow Your Practice

The landscape of business management is evolving. Business owners must be able to keep up with customer expectations, as well as their competitors. To stay ahead of the curve, business owners need an accounting partner they can trust. Are you an effective trusted advisor for your business clients?

Listen in as experts discuss the importance and opportunity of offering client accounting and advisory services (CAS) in your firm.

The learnings from a recently conducted survey from Bill.com and CPA.com to over 1,700 business professionals around their opinions of CAS was reviewed, as well as peer advice from special guest and 5 Guiding Principles eBook contributor, Victoria LaBrier, Manager, Accounting and CFO Advisory Group, Frank, Rimerman + Co. LLP.

Objectives:

  • Understand the evolution of client accounting services
  • Discuss the business owner's point of view and how you can help them find success
  • Learn next steps as you build and grow your CAS practice

This on-demand webinar does not qualify for CPE credit.

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