Full Agenda

• Interview with three clients about why they switched CPA firms
• Understanding small business needs

• Key trends in the CPA marketplace
• Investing in technology and training
• Investing in marketing
• Determining appropriate billing rates and minimum fees
• Culling low-profit or marginal clients

• Proactive relationship management
• Meeting and exceeding client expectations
• Developing value-added services

• Some benefits you should expect from being a trusted advisor
• It's not about selling, it's about understanding clients' needs
• You don't need all the answers… you just need to help the client put a plan together
• You are the general contractor and will find the necessary resources

• Meeting management and tips
• Review client resources and map them to the requirements
• Turn clients' requirements into opportunities for expanded service offerings or referrals

• Subcontracting to specialists — e.g., retirement planning or banking
• Building a strong professional referral network

• Putting what you learned into practice
• Building your roadmap to becoming a more successful trusted advisor

"This Workshop really hit home! The Workshop is a must for the Partner or someone who wants to be a Partner in a CPA firm. It forces you to stop and look at the easily overlooked aspects of your practice, your employees and your clients!"

— Jim Bourke, CPA
President, NJ State Society of CPAs
Withum, Smith & Brown, Red Bank, NJ

10% Group Discount

Groups of 2 or more people from the same firm are eligible to receive a 10% discount on the workshop fees. Call 1-646-233-5078 or if registering online, use coupon code RMD during checkout.

Workshops presented in conjunction with State CPA Societies.

Download the Workshop Brochure