Everyone in the accounting profession is talking about becoming a trusted advisor, but how do you get started? Maybe you have even taken the first steps with testing out Fathom, but you need to learn more about how the tool can fit into your firm's client offerings. It's likely that you have begun to adopt cloud solutions, but need to learn how tools can fit into your practice along with Xero to develop a robust Client Advisory Services practice.

Join us for a session on tapping into the value and revenue potential of Advisory Services, as well as a brief presentation on future proofing your practice with visual reporting and interactive client engagement with Fathom and Xero. We will discussing what you can be doing to move your firm forward, and demonstrating the ways in which successful Business Advisors are using the applications in tandem to better serve their clients.

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222