Read what recent participants are saying about the Trusted AdvisorSM Workshop.


"This Workshop really hits home! The Workshop is a must for a Partner or someone who wants to be a Partner in a CPA firm. It forces you to stop and look at the easily overlooked aspects of your practice, your employees and your clients!"

— Jim Bourke, CPA
Withum, Smith & Brown Red Bank,
NJ State Society of CPAs

 

"The program was very helpful. The book and materials will be an invaluable tool for practice."

— Margaret A. Caster, CPA, CFE, MSA
Margaret A. Caster, CPA, LLC
Providence, RI

 

"Great job hitting the heart of the matter in the role as client advisor and building on improving servicing existing, new and prospective clients."

— John F. Maloney, CPA
CVA Wouch, Maloney & Co LLP
Horsham, PA

 

"Very well presented, very applicable to practices of all sizes."

— David Stein
David M. Stein, Ltd.
Minneapolis, MN

 

     











Workshops presented in conjunction with State CPA Societies.