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:
The major topics that will be covered in this class include:
Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.
Registration is open through 05/10.
3:00pm to 5:00pm
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May 10, 2021