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The Journey to Becoming a Cherished Advisor: The Soft Skills Needed to Create Long-Lasting Client Relationships

 Wed, 05/22/2019 from 1:00 pm to 2:00 pm
 Online
 
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Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
Member Price
$35.00 Regular Registration
Your Price
$45.00 Regular Registration
Designed For:

Senior Level Associate, Management, Partners, Firm Owners

Prerequisite:

Base understanding of cloud technology and optional reading of Amy Vetter's book available on Amazon.com: Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud

As accounting and bookkeeping professionals, we strive to improve our clients' businesses with the financial information we provide to them. Yet many of us still spend the majority of our time entering data and crunching numbers, which doesn't leave enough time in our day to help our clients actually improve their businesses at a holistic level. With cloud technology, artificial intelligence and machine learning, much of the traditional data entry tasks of the past will be reduced. However; the human side of the experience can never be replaced by technology, only enhanced. Our clients are asking for our time, and now with technology's gift of more time, we can learn to create the value our clients want by clearly communicating the meaning of financial data in a way that helps each company succeed and thrive. As a Cherished Advisor, you become a strategic partner that your business clients appreciates, highly values and can't imagine living without.


Delivery Method: Individual webcast
CPE Credit: Personal development
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.