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2022 AICPA & CIMA ENGAGE

ENG22SS05 - Building the CPA Firm of the Future, presented by Avantax


Jun 7, 2022 7:00am ‐ Jun 7, 2022 7:50am


Standard: $49.00

Description

Chances are you do a lot more than just taxes for your clients. Join Bob Carey, CPA, and learn how you can reimagine your practice for the future and increase your revenues.

Learning Objectives:
  • Recognize how to set your practice up to offer holistic financial services
  • Identify how to Increase client retention and strengthen long-term relationships

Speaker(s):

  • Bob Carey, CPA, Wealth Advisor, CPA, Carey & Hanna Tax & Wealth Planners
  • Laurie Stack, VP of Business Development, Avantax

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