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Improve Your Advisory by Better Understanding Your Client

Business Management and Organization

IMPROVE YOUR ADVISORY BY BETTER UNDERSTANDING YOUR CLIENTS

Watch Archived Video

Cost Free

Presentation Length 1.0 hour

Recorded DateDecember 21, 2023

CPE:Not available

(archived webinars do not offer CPE credits)

Subject AreaBusiness Management and Organization

Course LevelBasic

Who Should AttendCPA - small firm
CPA - medium firm

Course Description

As firms wrestle with becoming effective advisors for their clients, one thing is clear – advisory opportunities increase as clients share more about their businesses. While we often focus on knowing the data – as we must – there is another component of client understanding that's vital: their operational context.

We will start by looking at what the “operational context“ really means. Then, we'll dig into what it means to learn about the client’s operational context — no matter what type of business that client is in. We'll also look at how we can side-step bias and assumptions, truly capturing the information critical to better advisory (and overall customer experience). Join us in looking at this often overlooked, but important, area of your business.

Learning Objectives:

Identify gaps in knowledge/awareness of your clients' operational context

Recall methods of discovering your client’s operational context

Apply that knowledge to advisory services (and even service in general).

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Will Hill

Will Hill Consults
Founder & Owner
[email protected]

Will is the founder and owner of Will Hill Consults, LLC; a coaching and consulting firm serving the tax and accounting profession. Will has been serving the Tax & Accounting community since 2001. Will’s excitement and passion for seeing firms achieve their success are palpable in all of his interactions.

Through his 20+ years in the profession, Will has taught countless classes on firm management, change management, and advisory services. His travels to implement software and perform business workflow consulting have taken him to over 400 firm offices to work directly with firm owners and their team members. Will has also managed small and large teams of trainers, consultants, and technical specialists. He has experience re-designing internal corporate structures and workflow in addition to performing that same function on behalf of tax & accounting firms.

Known for his combination of creativity and practicality, you may have read an article written by Will in many of the industry publications and thought leadership sites or heard him on various webinars and podcasts throughout the profession. In 2021 Will was named by Accounting Today in their “Top 100 Most Influential People in Accounting” list. Will has also twice been recognized by the CPA Practice Advisor in the “Under 40” lists (sadly, no longer eligible for any ‘Under 40’ awards).

About Our Sponsor

Botkeeper is a leading automated bookkeeping solution, providing accounting firms and their clients a powerful combination of skilled accountants, machine learning, and artificial intelligence. The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system that uses best practices we've refined over several years. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution. With BOS you have the ultimate tool to efficiently manage your bookkeeping client base.