CPA - medium firm
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The accounting profession is changing at a breakneck pace. Clients have access to financial data 24/7 and Client Advisor Services (CAS) are emerging as #1 thing SMEs (small to midsize enterprises) evaluate when hiring an accounting professional.
This new emphasis on advisory services is causing an identity crisis amongst many accounting professionals. If you’ve never offered CAS, should try to add it to your practice? Is it possible to remain competitive with traditional services? What if you’ve been known for CAS - but now, your referral sources have become your competition?
Join TSheets for a 60 min discussion on leveraging this “CAS Revolution” as an opportunity to build an intentional firm has the competitive edge it needs to thrive during this industry transition (and all of the ones yet to come) by practicing with a purpose.
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How to identify if your business is at risk of an identity crisis
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What it means to Practice with a Purpose
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How your purposeful practice will help you attract the right clients
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How purpose = profit (for you and our clients)
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3 questions you need to answer in order to have confidence in this change
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The mistake even the most purposeful practitioner can make and how to avoid it
Kelly Bistriceanu was lucky enough to spend the early years of her career learning from some of the smartest C-Suite Executives on the planet! Now she is an entrepreneur based in Boise, Idaho. She owns and operates several different businesses all of which focus in some way on helping other SMBs/ Entrepreneurs find their true passion, purpose, and mission for their business.
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