Knowing where to start when it comes to providing more advisory services to your clients can be tough. But we have just what you need to take the first step.
Learn how to implement the best technologies and processes to help grow your firm’s advisory services from Roman Kepczyk, Director of Firm Technology Strategy, in this webinar, How the right accounting firm tech stack transforms CAAS.
Take a page from Roman’s playbook as he shares the best strategies for making your firm an advisory rock star! In this webinar, Roman will:
- Highlight the importance of targeting advisory service specialization within your firm
- Share how to implement essential learning initiatives for your firm
- Provide direction on building the best tech stack geared toward advisory services