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Be the Trusted Advisor for Small Business Owners
August 27 @ 2:00 pm – 3:00 pm EDT
Business owners represent a key client demographic. They have complex financial needs and lack the time to dedicate to them. In other words, they have a need for your services.
In this webinar, Tim Petrey, CGMA, CPA, CEO of HD Growth Partners, discusses his approach to providing business advisory services as a CPA. Explore how he tailored his business to cater to small business owners, including his business model and methods for finding potential clients, and gain valuable tips and best practices.
Learning Objectives:
- Identify the key services business owners need from their financial professionals.
- Apply regulations while providing your services to ensure compliance.
- Develop and implement effective marketing strategies to position yourself as a trusted advisor.
Attendees will also receive BizEquity’s complimentary marketing package to help them more effectively advertise the benefits of an online business valuation to clients and prospects.
Delivery Method: Group Internet
Course Level: Basic
Field of Study: Computer Software & Applications – Non-technical
Prerequisites: None
This course is approved for 1 CPE credit. credit.1.
