Advisory Services Transforming client success: keynote presentation from Patti Newcomer Read the Article Open Share Drawer Share this:Click to share on Twitter (Opens in new window)Click to share on Facebook (Opens in new window)Click to share on LinkedIn (Opens in new window) Written by Intuit Accountants Team Modified Aug 22, 2023 0 min read In this video, Patti Newcomer, vice president of marketing for Intuit® Accountants, gives her thoughts about how firms can use advisory services to transform their practices and the success of their clients. This keynote welcomes participants to the first day of a two-day virtual conference, “Transforming Client Success.” If you missed the conference, the recording is available. Note that on-demand sessions are not available for CPE/CE credit. Enhance your learning and visit the Intuit® Accountants training center for more live conferences and recorded webinar sessions. Previous Post How to build an accounting advisory workflow for e-commerce companies Next Post The magic of multiplication has special meaning when you volunteer Written by Intuit Accountants Team The Intuit® Accountants team provides ProConnect™ Tax, Lacerte® Tax, ProSeries® Tax, and add-on software and services to enable workflow for its customers. Visit us at https://proconnect.intuit.com, or follow us on Twitter @IntuitAccts. More from Intuit Accountants Team Comments are closed. Browse Related Articles Advisory Services Managing life changes in financial planning Practice Management 3 ways to protect taxpayer data against cyberthieves Tax Law and News March 2025 tax and compliance deadlines Webinars Your Quick Seated Stretch Break Webinars Your Quick Seated Stretch Break Practice Management ProSeries® Tax spotlight: David Davis, CPA Advisory Services Mason Quist and his advisory practice Practice Management ProConnect™ Tax spotlight: Chris Picciurro, CPA/PFS Client Relationships Show your clients some love Tax Law and News Free downloadable tax resources for you and your clients