Advisory Services

Advisory Services

The directional shift toward advisory services is more important than ever.


Tax compliance services have become increasingly commoditized with rapid advances in technology. And this year is accelerating the need for CPAs to take on a more consultative approach with their clients, opening up a wealth of new business opportunities. Is your firm ready to make the shift to advisory offerings?

If you are interested in starting on this journey, consider attending an informative new webcast―Advisory Services: How Will You Meet the Accelerated Need? CalCPA has partnered with Thomson Reuters to help you advance your firm along this path.

Join Will Hill, Product Manager, Tax Professionals Advisory at Thomson Reuters and Paul Miller, President and Founder of Business by Design, to learn the three key principles to be successful:

  • Communicating value
  • Developing best practices
  • Monetizing services

Don't miss this chance to hear from an advisory-centric firm to see how they’ve applied these principles in their business.

DATES
April 20 | May 25 | June 10 | July 20 | Aug. 25 | Sept. 17 | Oct. 26 | Nov. 10 | Dec. 1

TIME 10 a.m.–12:30 p.m.


CREDITS

CPE: 3

 

PRICING

Member: $119*

Nonmember: $159*

*
This webcast is excluded from discount programs

Faculty
 
Will Hill has been with Thomson Reuters since 2001 and is currently a product manager in the Tax Professionals segment of Thomson Reuters. In his role, he focuses on helping firms make the transition to being advisory-focused through the development and growth of Practice Forward. He’s also responsible for the development of the AuditWatch and TaxWatch services. Will’s varied background includes working with firms of all sizes and specialties.

For almost 20 years, Paul Miller has been building his firm with a focus on meeting client needs beyond compliance work and with a business consultancy mindset. After founding Business By Design in Edina, MN, his goal was to help other entrepreneurs and small businesses be more tax-efficient and make smarter business decisions, in addition to providing traditional accounting firm services.