This isn’t your old school technical course- think, strategy. The relationship between the business owner and CPA is changing. Progress, transformation, and massive strides being made in technology have allowed CPAs to refocus their time from traditional bookkeeping/maintenance work to higher-level advisory and wealth management, which ultimately increases the value provided to clients. As a result, client relationships are changing as well. With the changes in the process around SBA loans, tax credits, and PPP loans, having an efficient future-ready firm is the only option.

So how can you continue to differentiate your offering and ensure your clients’ success? During our presentation, we’ll be focusing on how to advise your clients on overall business strategy and innovating beyond the scope of standalone accounting.
 
Learning Objectives:

• How industry experts are approaching the new (and unfamiliar) client services landscape


• How to reframe your business mentality and think like a startup


• How to utilize solutions built for virtual efficiency