WATCH THE ON-DEMAND WEBINAR: Advice and Best Practices for Providing Strategic Advisory Services

One of the most important issues facing CPA firms is growing client expectations... it’s no longer acceptable for a CPA to simply react to a client requests. Clients expect their CPA to be proactive and provide value-added services, especially with how rapidly legislation is changing.

Is it any surprise the surge of firms that are shifting towards higher-value advisory services in lieu of compliance-based practices?

Does your firm recognize the importance of providing clients more proactive, strategic advice, but unsure how to successfully pivot? Join us on October 18th at 2PM EST as Lisa Erickson and Mark McAndrew are joined by Wolters Kluwer customers, Michelle Ryan, Partner at Adams Brown, Michelle Walsh, Chief Operating Office at Edelstein and Jim Toto Tax Partner at Sax, LLP as they share their best practices for delivering strategic advisory services and the benefits it can bring to your firm. 

Attend this webinar to learn:

  • How delivering strategic advisory services can help your firm overcome industry challenges
  • How strategic advisory services can strengthen client relationships
  • How strategic advisory services can support firm growth 

 This on-demand webinar does not offer CPE credit.

Watch The Webinar


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