The relationship between the business owner and CPA is changing. Progress, transformation, and massive strides being made in technology have allowed CPAs to refocus their time from traditional bookkeeping/maintenance work to higher-level advisory and wealth management- ultimately increasing the value provided to clients. As a result, client relationships are changing as well. So how can continue to differentiate your offering, and ensure your clients’ success?
After completing this course, you will be able to:
– Better advise your clients on overall business strategy and innovation beyond the scope of accounting alone.
– Better connect with your clients
– Use your existing knowledge to better diversify your offering
During our presentation, we’ll be focusing on how to advise your clients on overall business strategy, and innovation beyond the scope of accounting alone.