TRUE ADVISOR® IN PRACTICE: WEBINAR 1: You are already an advisor. You just don’t know it yet.

Name: TRUE ADVISOR® IN PRACTICE: WEBINAR 1: You are already an advisor. You just don’t know it yet.
Start: 2025-08-27
End: 2025-08-27

Offered By:

Instructor:
Hitendra R. Patil

Learn More About Hitendra R.

Transformation Area:

Firm Transformation

Field of Study:

Business Management & Organization - BMO

CPE Credits

1 Hour(s) - CPE Credit(s)

Duration

1 Hour(s)

Prerequisite(s)

Some experience of producing and delivering accounting related services to businesses.

Level

Intermediate

Content Type

Webinar

Description

This webinar session marks the commencement of the six-part “TRUE Advisor® in Practice” series. Its objective is to assist accountants in identifying the advisory work they are already performing and demonstrating how to transform this intangible effort into tangible, valuable, and billable outcomes.

We will explore:

Why traditional service models are fading
Introduce the CAAS-Chasm™, and
Give attendees immediate actions to reposition themselves as strategic partners in their clients’ success.

Objectives

Participants will be able to:

Identify at least three advisory behaviors they are already practicing unconsciously.
Describe how traditional compliance-only models are creating risk for firms.
Articulate one client challenge that can be reframed into an advisory opportunity.
Apply a weekly action plan to initiate the transition to intentional advisory.

Intended Audience

CPAs: Managing Partners, Partners, Accounting Services Leaders; Non-CPAs working with or intending to work with CPA/Accounting firms; Bookkeeping firm leaders.