CPA - medium firm
CPA - large firm
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The goal of this session is to help clients build the business of their dreams as you do the same for your own practice. We will review ways to deliver the kind of advisory services that make a difference for clients. Prepare to raise the bar on the value of the work done, and deepen connections by learning to apply skills in new ways. This session will also help teach how to improve the flow of information to insight within your clients' own organizations. We will equip attendees with ideas and tools that can be put to work with current and prospective clients.
Learning Objectives:
- Understand how to make the shift from compliance to reliance
- Determine the importance of asking different questions
- Recognize how automation can help clients (and your organization) meet their financial goals and empower their teams
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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