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Free cpe webinars
Launching Client Advisory Services: Three Tips for Success

LAUNCHING CLIENT ADVISORY SERVICES: THREE TIPS FOR SUCCESS

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 21, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Grow your practice! Register now for this action-oriented webinar to help you leverage your client relationships, expertise, and technology tools. Introducing a new service may sound resource intensive, especially for busy accounting and bookkeeping firms that already have their plates full. But what if you had a model for client advisory services (CAS) that uses the resources you already have? It could be a low-risk, high-reward game changer! Jetpack founder, CEO, and evangelist David Cristello will discuss how to scale CAS without big expenses, disruptions, or risks. 

Learning Objectives: 


  • Identify how to move past the roadblocks 

  • Determine how to capitalize on your expertise and customer knowledge

  • Recognize the technology tools you already have 

  • Assemble a pilot program to launch and then expand

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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David Cristello is the Founder & CEO of Jetpack Workflow, a leading Recurring Client Management (RCM) System for Accounting Firm Owners. He’s also the host of Growing Your Firm Podcast, which has been featured by Accounting Today, has over 70K downloads, and features strategies on how top practitioners are growing their firm. Prior to Jetpack Workflow, he was a growth consultant to SMB’s across 15 industries, and co-founder at Pittsburgh Startup Weekend.

About Our Presenter

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Launched in 2014, Jetpack Workflow believes that software can empower firms and practices to become more fun, profitable, and productive. Instead of getting lost in legacy technology, Jetpack was built using leading technology and was designed for usability for the firm owner and the team.