Get Inside the Room Where it Happens


For decades CPA firms have sought to build business partnering relationships with clients. Relationships built on trust and adding value lead more often to referrals and cross-selling opportunities than transactional networking. The PPP and other government responses to the economic depression caused by COVID-19 showed that CPA firms do indeed occupy an advantaged relationship with their clients and need to be in the room when clients make strategic decisions. This is a practical course based on our decades of consulting experience and leading research on what drives small business owners to seek business advice from outside professionals.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.




After attending this presentation, you will be able to:

  • Define the advisory relationship from the client's point of view
  • Identify client needs
  • Position technical expertise as a solution to a felt problem, not an exercise in regulatory compliance


The major topics that will be covered in this class include:

  • What clients want
  • Identifying client pain points
  • Making the shift from technical expert to problem solve

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:


2 CPE Credits
Business management: 2 Credits


Member Price:
Non-member Price:

    Registration is open through 05/10.

    Monday, May 10th

    3:00pm to 5:00pm

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    Michael Ramos