Attend the AICPA Business Solutions Workshop, and become part of a growing group of CPAs who are learning practical tools, techniques and skills for strategic client planning.

Through solution-driven sessions, you’ll learn how to translate the issues clients face into opportunities for consulting with them — by hearing first-hand why some clients switch firms and what they’re looking for from a CPA.

You’ll gain expert insight into how to determine optimum billing rates, cull low-margin clients and what technology is most important to invest in. And with hands-on training, you’ll learn how to start a strategic dialogue by proactively managing your client relationships. So you can return to the office with a concrete action plan to enhance your practice.

If you don’t have these strategic discussions with your clients, someone else will.

One day of training really can impact the future of your firm. Be sure to register early — these workshops are expected to sell out.

Who Should Attend
  • Sole practitioners
  • CPAs and partners in small to mid-sized firms
  • Staff looking to take on more leadership roles
Why Attend
Transform your clients’ problems into opportunities:
  • Conduct more successful client planning meetings
  • Collaborate with clients more insightfully
  • Keep clients from switching CPA firms
  • Plus much more...

    











Workshops presented in conjunction with State CPA Societies: