The directional shift from an emphasis on compliance to advisory was already well underway―then the economic impacts of COVID-19 hit. This has merely accelerated the importance and appetite for advisory services from tax and accounting firms. As your business clients enter a greater unknown, they are approaching you with forward-looking questions. But are you prepared to help them? Is your firm armed with the knowledge and tools to effectively shift your focus to advisory offerings? During this virtual session presented in partnership with Thomson Reuters, you will learn the three key principles that have allowed advisory-centric firms to proactively lead clients to reach their
goals on the other side of challenge.
• Communicating value – In order to effectively communicate this new value to clients, the conversation needs to be different than in the past. This communication will vary for new clients versus existing clients.
• Developing best practices – Your best practices are key to facilitating client behavior, consistent operations and delivering your advisory services. These are also crucial for internal knowledge sharing within your firm.
• Monetizing services – To monetize your advisory services, there needs to be a defined offering. Your services will need to include the facilitation of change and education to support the transition for clients to this new offering. This will impact your compliance services, by becoming complimentary to advisory services, rather than just a stand-alone transaction.
As each principle is covered, you will hear from an advisory-centric firm and how they’ve applied these principles in their business. At the conclusion of this session, your firm will be ready to step confidently into an advisory-centric position for your clients―who need it now, more than ever.
This webcast is excluded from discount programs (VPE, Share100, Coupon10) and student/educator benefits/life member benefits.
Attendees’ contact information will be shared with our partner, Thomson Reuters.
View their privacy statement and privacy portal for more information.
At the conclusion of this session your firm will be ready to step confidently into an advisory-centric position with your clients – who need it now, more
• Communicating value
• Developing best practices
• Monetizing services
This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.