Friday, June 21, 2019

8 Ways to Determine if a Client is Ready for...

The term #advisory in our profession can feel like a dark ocean that is difficult to navigate. Our challenge, is to take the vast sea of advisory services and develop a fishbowl of services that can be profitably managed. Great insights from @PiccCPA.

8 Ways to Determine if a Client is Ready for...

Learn how to determine if your client is ready for advisory services; here are eight signs that are certain to resonate with your firm and your tax clients.
accountantvip

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