With the changing professional landscape, there are both challenges and opportunities for firms to fuel the success of their clients and themselves as forward-looking service providers. As the environment continues to change, the relationship between clients and professionals is evolving and becoming even more important to identify trends and monitor business performance to help ensure a thriving and healthy business – for clients and firms.
By attending this session, you will be able to:
• Identify the environmental factors driving significant change in the tax and accounting profession.
• Drive more effective results for your firm and your clients by leaning into trends and approaches from leading firms.
• Leverage technology in the right ways for your firm to drive automation, effective client collaboration, and overall firm management.
The Case for Proactive Advising, Better Results, Technology Tools
Anyone who is interested in implementing advisory services in their firm.