Join Carla Caldwell, Director of US Training at Xero, as she shares on how accounting professionals can leverage modern cloud solutions to transform their relationships with clients from transactional, hourly relationships to consultative ones that place the accounting professional back as the Trusted Advisor. Specifically, learn the process (with easy to follow steps) to move your once a year write-up/tax clients to be monthly paying consultative relationships. Gain perspective on the process, the conversations, and the outcomes of these new relationships and revenue streams.
Steps on how to approach and setup clients for ongoing relationships
Tips and tricks on what works and what doesn't
Review how Xero can take the time out of write-up work and set up the relationship for ongoing success
Caldwell Consulting & Training
Founder
[email protected]
(770) 815-8208
Carla Caldwell is the owner of Caldwell Consulting & Training. She works with business owners (especially non-profits) to bridge the gap between growing business and specific accounting solutions. Carla also helps accounting and bookkeeping firms implement the tools that help them be more successful - from value pricing and process development to the apps that support their systems. Learn why companies are using Caldwell Consulting & Training to get better organized, more efficient systems and stronger results.
Chaney & Associates
Owner
[email protected]
(916) 367-6304
Steve Chaney founded Chaney & Associates in 2002 to empower organizations to wisely steward their resources through client-outsourced accounting and business management consulting services. Headquartered in Roseville, California, the 11-year-old firm specializes in the not-for-profit niche, providing financial and tax expertise, including financial reporting, payroll, bill management and controllership services to churches and other faith-based organizations. As the first Gold and Platinum Partner with Xero in the United States, Chaney & Associates has clients nationwide and has recently begun expanding its services to businesses, organizations, and associations by leveraging its progressive cloud-based accounting processes and business management proficiencies. Steve is a preferred provider of practice development training for the AICPA trusted business advisor solutions to create million dollar client accounting service cloud based practices. Steve draws on 16 years of experience and prior to starting Chaney & Associates, he worked as a corporate tax manager for hire with a big four firm.