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 Workflow tools Why our firm switched from Lacerte® to ProConnect™ Tax Practice Management End of season really bad Dad jokes, vol. 2 Workflow tools In the Know: Books Close in Intuit Accountant Suite Advisory Services Don’t assume your clients’ children will retain you Advisory Services Forecast your tax firm’s CAS revenue—instantly Tax Law and News Extensions can be a tax-planning tool: Here’s how Tax Law and News Ética: mejores prácticas y límites con los clientes Tax Law and News Ethics: Best practices and client boundaries Client Relationships 12 tips to reduce client avoidance, anxiety, and procrastination Workflow tools Best tax software for busy season