CPA - small firm
CPA - medium firm
You’ve heard the hype. You’ve felt the burnout. Are you ready to finally learn how and why advisory can help you change the way you work?
In this session you’ll learn first how to identify advisory services (hint: you’re probably doing them now but not billing for them) and then why they matter to you, your firm, and your clients. You’ll leave this session with more insights on the kinds of services your clients crave and tips for how to deliver them in a systematic way.
Learning Objectives:
- Define what advisory services are
- Determine how providing advisory services can positively change the way you work
- Recognize why your clients need your help now more than ever
Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.
She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.
She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.
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