Big data, globalization, rapid changes in technology and regulation are quickly changing businesses of all sizes across all industries. The global pandemic amplified this need for change.
Accounting firms have always been uniquely qualified to help their clients navigate change, and firms are now rapidly developing new service offerings to meet this shifting business environment.
Auditors have obtained a deep understanding of their clients’ strategies, operations and information. Tax preparers have intimate access to a business owner’s personal financial situation and family needs. The nature of audit tax preparation engagements fosters a client relationship based on candor and trust. For these reasons, the audit or tax can serve as a bridge between client and other firm service lines.
This is not a course about cross-selling. It’s a one day course that helps senior staff and Managers better identify, understand and articulate client needs. The engaged participation in this course will enable the audit and tax professional to serve as the “tip of the spear” in the firm’s business development initiatives.