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 Comments are closed. Browse Related Articles Tax Law and News Key tax dates and to-do-list: June 2026 Advisory Services Tax clients want a CFO; here’s how to serve as one Workflow tools Best tax software for firms with advanced compliance Workflow tools New firm? 4 must-haves for your tax software Advisory Services Making advisory work, even If you’ve struggled before Workflow tools Tech stack 101 for tax firms Workflow tools How to safely switch from desktop to the cloud Practice Management Intuit® Tax Council Applications open until May 31 Workflow tools More volume, more problems? Not with the right software Advisory Services How to turn tax law changes into advisory opportunities