Trusted Client Adviser

    Trusted Client Adviser Toolbox 

    No matter your level in the firm, you can become a strategic partner to your clients by translating day-to-day client challenges into consulting opportunities.  The Trusted Client Adviser Workshop provides a process and supporting tools to assist you in engaging in meaningful client dialogue, transforming client service and growing your practice. Access these tools by using the below image and clicking on each step in the process. 


    Featured Workshop Topics

    Learn how to best utilize the above tools by signing up for the Workshop!  Workshop topics include:

    • Current professional trends
    • Understanding, articulating and pricing value
    • Engaging in thought provoking conversations that get to the source of what keeps clients awake at night
    • Presenting ideas internally and gaining leadership buy-in
    • Preparing for and conducting an initial client consultation and client proposal meeting
    • Enhancing firm unity 

    TBA workshops

    One Workshop. Two Audiences

    Firm Owners Presented in conjunction with state societies, this workshop is available for sole owners and small firms ready to better client service and enhance firm growth. Check this course listing and if your state society isn’t listed, contact them to see if they’ll add to their calendar!

    Staff Available for purchase by firms with 10 or more professionals, this workshop is available for firms wanting to motivate future leaders, enhance firm growth and elevate firm atmosphere and cohesion. Call 1-800-634-6780 (option 1) or email for more information on firm pricing and note that PCPS members receive a 20% discount..

    Year-Round Support

    Not only will your clients begin to receive year-round support as you make this transition, but you will too!  With your workshop attendance, you’ll join a dynamic community of new and emerging Trusted Client Advisers for support and advice throughout the year.  Workshop experience includes:

    • Quarterly coaching calls. Sign up for the next one on May 28, 2015, 1:00 PM – 2:00 PM EST!
    • Invitation to the Trusted Client Adviser Alumni Group on LinkedIn

    Related Articles

    These articles discuss opportunities and ideas on ways to leverage and embrace your Trusted Client Adviser role.

  • Don't Leave Money Behind
  • Leaving the Billable Hour Behind
  • A Year of Client Communications
  • Beyond the Tax Return: Transition to Trusted Adviser
  • What do Small Business Owners Want From Their CPA?
  • Copyright © 2006-2015 American Institute of CPAs.