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Webinar (CPA Crossings): 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.

Learning Objectives

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
Major Topics

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
CPA Crossings, LLC
Course Level
CPE Field of Study
Business Management and Organization
Who Should Attend

Audit and tax professionals who wish to create advisory relationships with their clients

Michael Ramos


Advanced Preparation

This webinar is produced by CPA Crossings. 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.

Event Information
May 10, 2021
1:00 pm - 3:00 pm MDT
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CPA Crossings): Get Inside the Room Where it Happens

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