Once you have found the capacity to provide advisory services and have educated your clients on the value you can deliver, you are ready to begin accepting new client engagements.
That’s when the real work begins. Now you need to create proposals, plan your workload, manage your team, and deliver results - all while keeping your client on track. This might seem overwhelming, especially when you are offering these new services for the first few times. Join us for an exciting live webinar presented by Geni Whitehouse - the “Countess of Communication”- an international accounting industry keynote speaker and author!
This webinar is part 3 of our Advisory Services Series with Geni (you can watch parts 1 and 2 on-demand on our website), which will cover ideas for managing your work, creating proposals and building project plans, as well as holding your clients accountable to actions that you create together. You’ll leave this session with concrete action steps you can use as you begin the journey to delivering high-value advisory services.
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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