As we approach year end, the contact for many customers with their accounting firm increases. This increase in connection time is a great opportunity to further develop and shift your relationships to being centered on advisory. Whether your firm is just starting the advisory-centric journey, or well on your way – this period of time must be leveraged. Join us for this session as we look at 3 ways to drive your advisory relationships forward during year-end communication.

Part of the 2020 Accounting Ecosystem Webcast Series and the CPA Innovation Summit Experience.