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Planning into Advisory, your Year-End Opportunity (brought to you by Thomson Reuters)

Description

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.

Provider
Business Learning Institute
Course Level
Overview
Professional Area of Focus
Future Ready
FutureReady Sponsor Event
CPE Field of Study
Business Management & Organization
1
Advanced Preparation

None

Location
Online
Event Information
When
Oct 19, 2020
12:00 pm - 1:00 pm EDT
Location
Online
Total CPE Credits
1
Format
Webcast Replay

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Planning into Advisory, your Year-End Opportunity (brought to you by Thomson Reuters)


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