As trusted advisors, clients often look to their accountants
for guidance and advice on a wide range of tax related and financial issues.
But not all firms can offer a full solution to their clients, thus missing out
on important business opportunities and a competitive edge. During a recent
survey conducted by Accounting Today, they spoke to tax professionals who offer
financial services to their clients as well as those who don’t. On Thursday,
June 9th at 12:30 PM, America’s Tax Solutions™ will present a webinar that
discusses the real and perceived benefits and challenges of offering a more
robust financial services solution. Attend this one-hour educational web-based
seminar to hear more about the research findings. You will also learn:
- How to produce higher client satisfaction/better client relationships
- How tax professionals are using financial services to drive revenue and profitability
- How America’s Tax Solutions™ can overcome concerns about time and staffing through partnership and planning
- Why the expertise and skills needed to offer financial services are well within a tax professionals grasp
Please join the President and Founder of America’s Tax
Solutions™ as he sheds light on the real and perceived experiences and concerns
of tax professionals with and without financial services offerings.
Thursday, June 9, 2016
12:30 pm - 1:30 pm PST
REGISTER NOW AT: https://attendee.gotowebinar.com/register/7032282132603949316
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