Time 53 min
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By the books

Helping clients weather the storm

As accountants, there has never been a better time to become a true partner to your clients. Whether you consider yourself an advisor or a more traditional service provider, the work you do has a dramatic impact on your clients and their teams. In this live session, learn tools and processes to help standardize your advisory services and offer the support your clients crave. You will better understand how to move from “compliance to reliance” and guide your clients towards business success.

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Geni Whitehouse, CPA.CITP, CSPM Countess of Communication Brotemarkle, Davis & Co.

Geni Whitehouse is a winery consultant at Brotemarkle, Davis & Co., co-founder of Solve Services, author, and regular keynote presenter at accounting and technology conferences. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor.