Fuel your day: Practice Forward demo & coffee card combo
Live Event Date: May 28, 2025
Live Event Time: 01:00 PM ET
Hosted by Thomson Reuters
Experience the future of tax and accounting services with our Practice Forward product demonstration—and enjoy a free coffee on us!
Learn from a panel of accounting firm leaders how Practice Forward users have achieved 25% revenue increases within the first year and boosted client satisfaction to 62%.
Don't miss this opportunity to transform your practice and unlock your firm's full potential!
Learning Objectives:
- Define service menus, standardize pricing, and properly bill for value-added services
- List strategies for onboarding new clients and transitioning existing ones to an advisory model
- Summarize the importance of standardized processes and tools in delivering consistent advisory services
- Recall from other firms' experiences how to overcome challenges and leverage community support in advisory service implementation
As a token of our appreciation, all attendees will receive a $10 coffee eGift card! * It's our way of saying thank you for investing your time with us.
*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.
Speaker
Danielle Esper
Solutions Consultant
Thomson Reuters
With over eight years at Thomson Reuters, Danielle is a dedicated professional who plays an active role in Thought Leadership events, such as Partner Summits, Advisory Symposiums, and Synergy conferences. She utilizes her extensive experience to drive innovative solutions, significantly contributing to the evolution of advisory services within the industry.
* Please note: CPE credit is not offered.
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