QuickBooks ProAdvisors are in the perfect position to be the trusted advisor every small business needs. As bookkeepers and QuickBooks consultants, there is very little you as a ProAdvisor don't know about your clients' businesses.
How do you leverage your knowledge of your client's financial information to coach your clients?
Why aren't more ProAdvisors playing a trusted advisory role with their clients? (The answer may surprise you!)
What do you need to know…and what tools do you need to deploy…to play a trusted advisor role?
Joe Woodard, CEO of Woodard companies, has trained tens of thousands of ProAdvisors on QuickBooks, technology implementation, financial and business management. Join Joe and Roger Jacobi, CEO of Fiscal Advantage, as they discuss what it means to be a trusted advisor, the basic educational foundation requirements and the tools available to help you grow your business and increase your value to your clients.
During this webinar you will learn…
- What it means to be a trusted advisor
- The impact trusted advisory services has on your small business clients…and your firm
- Practical first steps you can take toward the trusted advisor model in your practice
Join this impactful web seminar to kick start your new year and your new business opportunity!