Elevate Your Firm: How to Gain Trusted Advisor Status

In recent years, accountants have faced a number of challenges, from navigating new laws and regulations to assisting small business owners through hiring shortages, inflation and supply chain disruptions. Amidst these challenges, one thing has become clear: accountants have a unique opportunity to become trusted advisors to small businesses. With access to a small businesss finances, accountants can play a pivotal role in various aspects of their operations.

Join us and discover essential tools and methodologies that can enhance the efficiency of your firm and enable more effective client management.

Learning Objectives

• Learn how automation technology can help enhance your firms capacity planning.
• Harness the power of community to create standardized systems and processes.
• Empower your team with new and valuable service offerings.

Cost Free

CPE Credits Available - 1

Subject Area/Field of Study: Personal Development - Leadership

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation Requirements: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparers