Get Inside the Room Where it Happens

Description

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.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Date/Time

Wednesday, July 7, 2021
Registration Time: 10:00am
10:00am – 12:00pm

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Course Type

On-line Live Vendors

CPE Credit

2.00 hours CPE credit

Field of Study

Personal Development (limited to 30%)

Level of Knowledge

Basic

Designed For

Audit and tax professionals who wish to create advisory relationships with their clients

Vendor

CPA Crossings

Prerequisites

None

Advanced Preparation

None

Highlights

The major topics that will be covered in this class include:

  • What clients want
  • Identifying client pain points
  • Making the shift from technical expert to problem solve

Objectives

After attending this presentation, you will be able to:

  • 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

Location

N/A (This is a webcast)
Member Fee $79.00
Non-Member Fee $79.00
Your Price $79.00

Registration for this course has passed.

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