Attend the Trusted Business Advisor SM Workshop and become part of a
growing group of CPAs with the practical tools, techniques and skills
for strategic client planning. Through solution-driven sessions, you
learn how to translate the issues clients face into consulting
opportunities. Hear first-hand why some clients switch firms and what
they look for from a CPA. Gain expert insight into how to determine
optimum billing rates, cull low-margin clients and select and invest in
the best technology. With hands-on training, you learn how to start
astrategic dialogue by proactively managing your client relationships so
you can return to the office with a concrete action plan to enhance your
practice.