CPAs: Expanding Services and Client Retention using CoreValue Advisor Software

Co-Sponsored by National Association of Certified Valuators and Analysts®, CoreValue Software, and ValuSource

	Program Description		Who Should Attend
	How You Will Benefit		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 course, 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.

Delivery Method Group Internet-Based Program Level Basic Advanced Preparation None Prerequisites None   Management Services 1 Total CPE Hours   1

For additional NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, please click here.