Navigating the client engagement pivot:
Growing together with your clients

As client advisory relationships evolve, clients often reach a point where they feel ready to take on more of the work that their advisors have traditionally handled. They might select a Controller, hire a team for accounts payable or receivable, among many other options. How can both you and your client navigate this shift in the engagement? What should each side know about how to approach this new level of growth and maintain a healthy working relationship? This webinar is for any accountant who is serving growing clients and for those clients working with them.

You will learn:

• The specific signs to watch for that indicate it's time to discuss a change in the client-accountant relationship.
• How accountants can assist clients in making strategic decisions about their next steps.
• Ways controllers, CFOs, and other accounting leaders can maintain and improve their ongoing relationship with their accountant.
• Tips for navigating conversations around this engagement pivot.
• Practical considerations, such as technology shifts, to keep in mind.

Join industry experts who have experience on both sides of this transition as they share valuable insights on how firms and clients can grow together.