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Why Advisory?


This webinar is well-suited for any accounting or tax firm owner or manager who would like to add advisory services but is not sure where to start. Taught by Geni Whitehouse with her trademark wit and no-holds-barred style.
Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 22, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

You’ve heard the hype. You’ve felt the burnout. Are you ready to finally learn how and why advisory can help you change the way you work?

In this session you’ll learn first how to identify advisory services (hint: you’re probably doing them now but not billing for them) and then why they matter to you, your firm, and your clients. You’ll leave this session with more insights on the kinds of services your clients crave and tips for how to deliver them in a systematic way. 
Learning Objectives:

  • Define what advisory services are

  • Determine how providing advisory services can positively change the way you work

  • Recognize why your clients need your help now more than ever 

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Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with to move the profession forward, writing, speaking, and tweeting at 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

About Our Sponsor

Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.