You’ve taken the first step toward transforming your firm’s future.
As part of our conference giveaway, you’ve earned a free one-hour advisory session focused on helping CPAs transition from traditional compliance work to offering high-value FP&A services.
In this session, we’ll dive into:
How you can reposition your firm for sustainable growth
How to build recurring advisory revenue streams
Moving beyond tax prep into the forward-looking services your clients truly need
This is your opportunity to get personalized advice, a roadmap for next steps, and clarity on how to elevate your client relationships.
Making the decision to transition out of compliance work into advisory services has been one of the biggest game changers in my entire professional career. Becoming a firm of the future isn’t just about increasing the average engagement per client, it’s how I’ve had the pleasure of using my expertise to help owners grow their business and achieve their dreams.
This has been such a transformational experience for me as a CPA that I can’t wait to share my journey with other accounting professionals who have the same vision.
To make the most of our time together, think about what you’d like to discuss:
Seattle Location
10202 5th Ave NE
2nd Floor
Seattle, Washington 98125
Phone: (206) 522-0110
Fax: (206) 299-9353
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