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Center for Innovation partner, Oodles LLC is offering an informational session on the tools you need to provide valuable advisory services. This is a FREE informational session and does not qualify for CPE credit. Register online to learn more about this valuable tool.
Practitioners hear a lot about transforming their practice to deliver more advisory services with the result being more value-added services. Becoming a trusted business advisor creates year-round engagement that will help your clients thrive and generate additional revenue. But CPAs have struggled to find the right tools to enable this transformation.
It’s important to provide consistent, replicable, and client-driven advisory services. Insightful and innovative services will distinguish your practice and energize your future. Prospects will see your firm as a better choice.
The Complete Advisory Solution (CAS) from Oodles™ is the software solution that enables you to provide valuable advisory services with consistent results. CAS transforms your business model and expands your capacity for growth and profitability, while meeting more of your clients’ needs. Everybody comes out ahead.
This program demonstration includes features of The Complete Advisory Solution that highlights the types of services that you can provide to current and prospective clients using proven methodology.