NASBA CPE Credit is being offered for this webinar.
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accountingToday Sponsor Content from Intuit Quickbooks Intuit Quickbooks
Web Seminar
Leveraging People, Processes, and Technology for your fastest-growing clients
Wednesday, Oct 18, 2023 at
02:00 pm ET / 11:00 am PT
60 minutes
REGISTER NOW
Hello Reader,

Here is a dream scenario for a CAS professional- with exceeding amounts of hard work and sacrifice, industry or economic shifts, and your expert guidance, a client experiences a tremendous amount of growth - from a small business to a mid-market producer, from a solo entrepreneur to needing a team, from one storefront to a multifaceted e-commerce operation.

The advisory strategies used for small businesses are not the same as those needed for growing clients.

Your work as a trusted advisor needs to change as your clients do. In this webinar, we will explore:

  • How client advisory accounting work can shift to serve these fast-growing clients 
  • How CAS professionals can scale their practices to continue to develop the best possible client relationships
  • How technology can support these clients and your firm

Clients do not need to outgrow your practice. It is possible to scale how you advise in hiring, technology, and workflows.

Join Intuit QuickBooks and Accounting Today for a panel discussion with accounting professionals skilled at leveraging people, processes, and technology advising clients, and leading their practices through significant growth.

Speakers
Ashleigh Sutter
US Large Accounting Firms Sales Leader
Intuit QuickBooks
(Moderator)
Korey Cournoyer
Director of Corporate Development & Strategy
Growth Lab Financial
(Speaker)
Tonya Schulte
Construction Profitability Advisor
The Profit Constructors
(Speaker)
Matthew West, M.A.
Partner / Business Accounting Services
BerganKDV
(Speaker)
Dan Hood
Editor-in-Chief
Accounting Today
(Moderator)
REGISTER NOW
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