CPAs: Expanding Services and Client Retention using CoreValue Advisor Software
Co-Sponsored by the National Association of Certified Valuators and Analysts® (NACVA®)
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Program Description |
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Who Should Attend |
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How You Will Benefit |
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Webinar Schedule | ||
Program Description
Data shows that clients receiving four or more services have the highest retention rate. CPAs bring a wealth of expertise and experience to their clients. Learn how your colleagues are connecting their subject matter expertise to quantified client bottlenecks.
How You Will Benefit
After completing this webinar, attendees will be able to:
- Summarize how to run a complete analysis of your client’s operation which highlights opportunities for improving financial reporting systems, operating reports, margin improvement, valuation and value growth, and more
Who Should Attend
CPAs and other professionals interested in expanding their services with existing clients and in offering new services to build a thriving practice.
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Date | Time |
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May 12, 2021 |
10:00–11:00 a.m. (PT) 11:00 a.m.–12:00 p.m. (MT) 12:00–1:00 p.m. (CT) 1:00–2:00 p.m. (ET) |
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Pricing |
Non-Member |
Member |
One (1) Hour of CPE Credit |
Free |
Free |
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For additional NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, please click here.