Fuel Your Day: Practice forward demo + $10 coffee gift card
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Join us for Practice Forward product demo, and your next coffee is on us!
Subject Matter Expert, Danielle Esper, will walk through a demo of Practice Forward for tax and accounting professionals.
In this webcast, learn more about:
- Service Definition and Pricing: Learn how to define service menus, standardize pricing, and properly bill for value-added services.
- Client Engagement: Discover strategies for onboarding new clients and transitioning existing ones to an advisory model.
- Process Implementation: Understand the importance of standardized processes and tools in delivering consistent advisory services.
- Success Strategies: Learn from firms' experiences, overcome challenges, and leverage community support in advisory service implementation.
All attendees will receive a $10 coffee eGift card as a thank you for your time. *
*No purchase necessary. Limit one per person. Available to eligible tax professionals only. Students are not eligible. Government employees should reference their rules about incentives.
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