Aligning to Advisory Services: Your Firm's Starting Point (Sponsored Seminar)

Code: SS-TR1

Space is available, but online registration has closed. Please call 952-831-2707 to register.

Date Wednesday, September 18, 2019
Time 8:00am - 10:00am
Central Time
Location Thomson Reuters
610 Opperman Dr
Eagan, MN 55123-1340
Map & directions
CPE credits CPE 2.0
of study
Business Management & Organization - Non-Technical (2.0)
Instructor Will Hill
Thomson Reuters
Standard member fee $0.00
checkmarkStandard nonmember fee $50.00

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Tax returns and audit engagements are no longer the sturdy backbone they once were for CPA firm profits. Success in the profession now depends on a stronger advisory role -- a role in which advisory services are the center of the client relationship. While most firms offer advisory services, the vast majority see those come out of compliance services. But as clients' needs and demands change, inverting your relationships to start with advisory services -- with compliance as an outgrowth -- is the key to success. In this seminar, sponsored by Thomson Reuters, get guidance on how to align your client relationships around advisory services. Lay the framework needed to stay centered on advisory services and come away with steps to allow your firm to make the right adjustments at the right time.

This seminar is sponsored by Thomson Reuters.

Who should take this program?

CPA firm partners or managing partners
Firm owners
Sole Pracitioners

Major subjects

  • Defining advisory services
  • Engaging clients with advisory services at the center
  • Tips for adjusting internal responsibilities to align with advisory services

Learning objective(s)

  • Understand how to transition to centering client relationships around advisory services, with compliance as an outgrowth


Course code Code SS-TR1
Sponsor MNCPA
NASBA ID#: 139884
Level Overview
Format Group Live
Prerequisites Prereq. Basic understanding of the difference between base-level compliance and advisory services recommended.
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