Provide your clients with the advice they need to reach their business goals!
The role of the accountant is evolving. Thanks to cloud technology, accountants and bookkeepers are empowered to go beyond compliance work and provide better, faster advisory services.
But what does the role of “advisor” actually look like? How do firms who focus on providing proactive advice operate behind the scenes? How do you choose apps and build workflows that will set your firm up for advisory success?
In this webinar, we chat with Peter Holtz and Monica Butch of Peter Holtz CPA, a full-service CPA firm based in California. As a Xero Gold Champion Partner and a Hubdoc Top 50 Cloud Accountant, Peter Holtz CPA has successfully adopted cloud accounting technology to increase efficiency and empower their small business clients with better advice.
Watch to learn Peter and Monica’s insights into:
- What to consider when providing advisory services
- Selecting apps and building workflows that enable you to provide better advice, faster
- Forging amazing client relationships and empowering small businesses
The webinar is now available on-demand – complete the form to watch!