Join an emerging group of CPAs who are taking the initiative to become
trusted business advisors to their clients through strategic client
planning. Learn from fellow CPAs the benefits of positioning yourself as
your client’s most trusted business advisor and how to engage in
dialogue with your clients to achieve this. Furthermore, this workshop
arms you with practical tools to help you better explore your clients’
needs and provide the most optimal solutions. With hands-on training,
you discover how to bring this new philosophy and service model into
your practice.