Do you know how to deliver maximum impact for your accounting firm clients? Are you set up to help your clients achieve their biggest goals through transformational advisory services?
This webinar will explain why you should be offering these services as well as the core aspects and deliverables of advisory work. We’ll also share a simple process for delivering advisory services that are scalable even down to a junior accountant. Don’t miss out!
Learning Objectives:
GroupUP
Partner/CEO/President
[email protected]
346-348-2516
Raised in a CPA family, and as a partner at Montgomery & Company, CPAs, Joe is well aware of the challenges that face today’s leaders; an evolving workforce, rapid changes in client expectation, major technology disruption, and the seeming elusive fight for work-life balance. Joe has spent hundreds of hours coaching small business clients and loves firm owners. While creating a self-sustaining local firm, he has made connections with hundreds of accounting firm leaders and coached many. Now, Joe is devoting all his time to helping modern firm leaders.