CPAacademy.org | TRANSFORM YOUR ADVISORY SERVICES: UNLOCKING FIRM

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Self-Study CPE

INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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Transform Your Advisory Services: Unlocking Firm Growth with Practice Forward

Business Management and Organization

TRANSFORM YOUR ADVISORY SERVICES: UNLOCKING FIRM GROWTH WITH PRACTICE FORWARD

Available Date(s)

Thursday, February 06, 2025: 1:00PM EST

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm

Series: Women in Accounting

Course Description

Ready to unlock exponential growth for your firm's advisory services? Join us to discover how Practice Forward from Thomson Reuters empowers you to monetize your expertise, elevate client relationships, and build the firm of your dreams. We'll explore proven strategies to increase client billing, transition to recurring revenue streams, and dramatically boost your firm's value.

Learn from a panel of accounting firm leaders how Practice Forward users have achieved 25% revenue increases within the first year and boosted client satisfaction to 62%. Don't miss this opportunity to transform your practice and unlock your firm's full potential!

Learning Objectives:

Define service menus, standardize pricing, and properly bill for value-added services

List strategies for onboarding new clients and transitioning existing ones to an advisory model

Summarize the importance of standardized processes and tools in delivering consistent advisory services

Recall from other firms' experiences how to overcome challenges and leverage community support in advisory service implementation

Danielle Esper

Thomson Reuters
Solutions Consultant
[email protected]

With over eight years at Thomson Reuters, Danielle serves as a Solutions Consultant specializing in Advisory. A dedicated professional, she actively participates in Thought Leadership events, including Partner Summits, Advisory Symposiums, and Synergy conferences. Danielle leverages this experience to drive innovative solutions, contributing to the evolution of Advisory services within the industry.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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Handout Materials

Presentation Slides

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About Our Presenter

Thomson Reuters (TSX/NYSE: TRI) (“TR”) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world-leading provider of trusted journalism and news. For more information, visit tr.com.