Aligning to Advisory Services: Your Firm's Starting Point (Sponsored Seminar)
Space is available, but online registration has closed. Please call 952-831-2707 to register.
Wednesday, September 18, 2019
Business Management & Organization - Non-Technical (2.0)
Standard member fee
Standard nonmember fee
to receive member fee.
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
Defining advisory services
Engaging clients with advisory services at the center
Tips for adjusting internal responsibilities to align with advisory services
Understand how to transition to centering client relationships around advisory services, with compliance as an outgrowth
NASBA ID#: 139884
Basic understanding of the difference between base-level compliance and advisory services recommended.