Now, more than ever, clients are looking for more value for their money from their professional service providers. For people like you and me, there’s no better time than the present to make a real difference for our clients by providing advisory services. But making the shift is easier said than done. After all, who truly has the time to add even more work to their already busy workweek?
Join us for our upcoming webinar, presented by Geni Whitehouse, CPA, CITP, CSPM, the co-founder of Solve Services and accounting industry keynote speaker and influencer. During our time together, you will learn how to deliver advisory services to your clients.
Geni will discuss the types of internal changes you can make—starting that very same day—all of which will provide you with the capacity to successfully implement client advisory services.
In addition, she will share tools that will help you:
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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