No matter your level in the firm, you can become a strategic partner to your clients and translate day-to-day client challenges into consulting opportunities. This workshop provides a process and supporting tools to assist you in engaging in meaningful client dialogue, transforming client service and growing your practice. It will also provide practical guidance and real-life examples on how to implement this service model.
When you complete this course you will be able to:
Understand the changing professional landscape and the need for increased client service.
Knowledgeably and confidently articulate your ideas and present yourself to clients.
Engage in client need assessment discussions and get to the source of what keeps your clients awake at night.
Think beyond core accounting services and consider holistic, strategic and proactive advice and ideas.