Your Invitation to the Room Where it Happens (2 hour webcast)

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For decades CPA firms have sought to build business partnering relationships with clients.  Relationships built on trust and adding value lead more often to referrals and cross-selling opportunities than transactional networking.

The PPP and other government responses to the economic depression caused by COVID-19 showed that CPA firms do indeed occupy an advantaged relationship with their clients and need to be in the room when clients make strategic decisions.  

This is a practical course based on our decades of consulting experience and leading research on what drives small business owners to seek business advice from outside professionals.

Learning Outcomes

  • Define the advisory relationship from the client’s point of view
  • Identify client needs
  • Position technical expertise as a solution to a felt problem, not an exercise in regulatory compliance