Advisory Services Transforming client success: keynote presentation from Patti Newcomer Read the Article Open Share Drawer Share this: Share on X (Opens in new window) X Share on Facebook (Opens in new window) Facebook Share on LinkedIn (Opens in new window) LinkedIn 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 online or follow us on X, Instagram, Facebook, and LinkedIn. More from Intuit Accountants Team Visit the website of Intuit Accountants Team. Comments are closed. Browse Related Articles Workflow tools Outgrowing your current workflow? How to build the case for ProConnect™ Tax Workflow tools Changing tax software: How to minimize disruption across offices Tax Law and News How to reconstruct tax records after a disaster Tax Law and News Practical AI prompting for tax pros Advisory Services Client conversations = advisory opportunities Practice Management Unificando impuestos y contabilidad en Intuit® Accountant Suite Advisory Services Why your best advice isn’t changing client behavior Tax Law and News 2 common charitable contribution scams Advisory Services Advisory Pyramid: Building mindsets across your team Tax Law and News IP PINs help guard clients against tax-related ID theft