Beyond the Trusted Advisor™

In this episode, we interview Katie Tolin, Growth & Profitability Consultant for CPAs, Chief Growth Guide at CPA Growth Guides. Katie has been recognized as a Top 100 Most Influential People in Accounting. Together we explore how professionals can:

Enhance the client experience by embracing advisory thinking.

Upskill practice performance by focusing on a few key areas.

Lean-in on increasing client intelligence to offer greater insights.

Conduct proactive planning sessions to create more engaged client meetings.

Learn more about Katie

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