J

Jody Padar

Co-Author Botkeeper For Dummies at Botkeeper

661723 followers 500+ connections
The Cares Act and #PPP presented firms with the opportunity to provide advisory services to their clients. As we look toward completing #PPPforegiveness , this advisory mindset can’t go away. So how can #CPAs be advisors to their clients and drive greater client engagement long term? I’m talking to Marc Rosen , co-founder of the Client Experience Institute , to find out how we can be more than trusted advisors. #RadicalCPA #CPALove #accountantlove #aamkt #clientexperience #businessdevelopment #advisoryservices …see more

Engagement

100 62

Hashtags

#PPP #PPPforegiveness #CPAs #RadicalCPA #CPALove #accountantlove #aamkt #clientexperience #businessdevelopment #advisoryservices

Category