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Free cpe webinars
Journey to Client Advisory Services

JOURNEY TO CLIENT ADVISORY SERVICES

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 19, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

We all hear about how important it is to provide our clients with advisory services. This program provides you with a tangible way to kick start your CAS approach and develop the roadmap for your journey.  Done right, CAS will help generate higher revenues, develop competitive advantages, and boost client satisfaction and stickiness. This course is all about the HOW.

Learning Objectives:


  • Identify why a structured approach is important

  • Recognize the phases of the approach (methodology)

  • Recognize the level of effort and commitment required

  • Demonstrate that it is a combination of people, process, and technology

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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David Wilkins is a CPA, information systems, and small business consultant.  Over his 3 plus decades, David has worked as a senior project and consulting manager at companies such as USAA, E&Y, PricewaterhouseCoopers, and IBM as well as having started several practices and owned a franchise.  He has advised and partnered with startups, entrepreneurs, and Fortune 100 C Suite executives to achieve measurable results by focusing on delivering real business value.  His experience includes business planning, accounting, the full lifecycle of information systems, professional services practice, and business development as well as business process improvement.  David describes himself as one who “knows the debits and credits as well as the bits and bytes.

David Wilkins resides in the Atlanta Metro Area and earned a BBA and MBA from the University of Michigan.

Wolverine Business Solutions partners with sole practitioners and small accounting firms so they can help their SMB clients drive financial performance, accelerate growth, and build lasting value using the Wolverine Business Solutions strategic Financial Performance Process.

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Daniel Herzberg is a business growth strategist, investor and advisor in startups, and successful entrepreneur in the San Francisco Bay Area for the past 25 years. Creator of Capital Source Infusion, Daniel and his team have helped hundreds of companies access over $700 million dollars to date.

He is the author of the forthcoming book The Art of Intelligent Business (To be published in Spring 2021).

Daniel Herzberg is a San Francisco native and an alum of Harvard, UC Berkeley, and the University of Michigan.

Optimum Business Solutions helps CPAs better serve their clients to become more profitable, as businesses and as individuals.  CPAs leverage Optimum’s extensive team of experts and vetted solutions to reduce unnecessary taxes, expenses, risks, and liabilities to free up capital.  In this way, CPAs are able to substantially increase client billings by offering more proactive and holistic accounting services—and by working smarter, not harder.

About Our Presenter

Wolverinebusiness
We all know that starting and running a small business or nonprofit can be most rewarding, but it is still a lot of hard work. The problem is that many small business owners have specialized, creative visions, which is what got them started, but are not skill business managers, especially when it comes to financial accounting, planning, and information technology. Most business owner and nonprofit directors don’t understand their financial statements. Financial statements weren’t designed with the average small business owner or nonprofit director in mind. As a business owner, I empathize with your challenges, but as a financial and information technology professional, I offer the expertise to help you overcome them. It is my mission to demystify this data into information that you can use to manage and grow your business or nonprofit.