Partners and managers in public practice want to provide more ongoing feedback to business clients. However, they struggle with lack of time to deliver more services and resistance from clients to pay for advice.
In our brand new eBook, author Dale Crosby, discusses How to Transition your firm to Compliance + Advice using Periodic Reporting. With over 15 years in Practice and a passion for developing processes that deploy technology, Dale has insight and practical advice that is not to be missed!
You’ll gain valuable actionable insights about:
During our latest MyWorkpapers Product Update Webinar held on the 17th October, 2019, you’ll learn: