Beyond the Trusted Advisor™

Episode 3:
In this episode, we interview Katie Tolin, Growth & Profitability Consultant for CPAs, Chief Growth Guide at CPA Growth Guides. Katie has been recognized as a Top 100 Most Influential People in Accounting. Together we explore how professionals can:

• Enhance the client experience by embracing advisory thinking.
• Upskill practice performance by focusing on a few key areas.
• Lean-in on increasing client intelligence to offer greater insights.
• Conduct proactive planning sessions to create more engaged client meetings.

Learn more about Katie
Tune in and Join the Movement!
Check out our YouTube ChannelFollow us on LinkedInFacebookInstagramWebsite

Send us a text

Thanks for taking the time to drop in! Follow us on LinkedIn, Facebook, and Instagram.