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Expand your practice with Client Advisory Services

  • CPA (US)
Expand your practice with Client Advisory Services

1 Credit

FREE

Subject Area

Management Services

Webinar Qualifies For

1 CPE credit of Management Services for all CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

The pandemic provided accounting and bookkeeping professionals with an unprecedented opportunity to solidify stronger client relationships. However, many firms have struggled to understand how to convert these critical and supportive conversations into ongoing advisory services. In this session, speaker & thought-leader Geni Whitehouse will share the key steps that firms can take to codify their advisory services offerings and how to upgrade client relationships to deliver ongoing advisory value. 

This online CPE webinar covers following key topics:

  • What does advisory really mean? 
  • How do you start client advisory services?
  • How to avoid offering “Random Acts of Consulting” using a proven protocol. 
  • How to upgrade client relationships to deliver ongoing advisory value. 

Learning Objectives

  • To define what advisory services means to your practice
  • To identify which clients would benefit from advisory offerings
  • To determine how your firm can introduce these services to clients

Who Should Attend?

  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Testimonial

Array
(
    [average] => 4.4048
    [no_of_record] => 42
)
 

4.4

(42)
57%
33%
5%
2%
2%

JS

Very informative

DA

I found the entire presentation to be very informative and beneficial.

AL

great resources provided

RT

Fantastic!

DL

I ENJOYED THE CLASS AND LEARNED MUCH FROM IR.