Description
Gain an understanding on advisory services that your firm could be offering.Many CPAs and accountants miss out on providing existing, as well as potential new, client’s advisory services. Often times these clients will go to other professionals for these services. In addition, these CPAs and accountants may already be providing a form of these services but not realizing the full fee potential. This topic provides those already providing some level of tax andor financial services with potential lucrative additional services they can provide. Learn how to identify those services, price them appropriately, and market them to maximize the value of your knowledge and expertise. Stop leaving dollars on the table
Date: 2020-05-29 Start Time: End Time:
Learning Objectives