As the year 2020 comes to a close, we can reflect on how we’ve all been tested and challenged in ways we never could have imagined just one year ago. The challenges of Covid-19 have taught us that we’re surprisingly capable of changing our old ways by forcing us to shift our focus from working harder to working smarter and more effectively.
Join us for an exciting CPE session presented by Geni Whitehouse, CPA, CITP, Countess of Communication, and a national/international accounting industry keynote and author, as she shares actionable tips that will enhance your client relationships and bring better results in 2021 and beyond! We’ll also share insights into powerful automation tools that can help you be more proactive with client communications and the services you deliver.
You’ll leave this session ready to walk into your client meetings (virtual and in-person!) armed with ways to identify opportunities for additional services once tax season is over. Now is the time to shift the way you do business and create a path for your firm that leads to more revenues and fewer hours!
Learning Objectives:
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.
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.
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