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2017 EDGE Experience


09 - Moving From Compliance to Consultant


Aug 3, 2017 1:25pm ‐ Aug 3, 2017 2:15pm

Description

As CPAs, we like to tell ourselves that we are trusted advisers to our clients. However, the onslaught of compliance work and deadlines can often mean that any "advising" ends up being more limited than we care to admit. Worse, we tend to get paid for all of the compliance, and we chalk up our time advising to "client development." In this session, we'll discuss how to position yourself as more of an adviser, both within your firm and with clients. You'll learn how to change your workflow and pricing model to build in more of an advisory focus and ensure you get paid for all of the consulting you are already doing.

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