WW2022 - Consultant Best Practices

Moderator: Reed Tinsley, CPA, CVA, CFP, CHBC, Reed Tinsley, CPA Specialized Knowledge Led by Reed Tinsley, the Winter Workshop concludes with a consulting best practices member group discussion. The objective is to provide and discuss ideas that will help improve our own accounting/consulting practices in such areas as practice management, client service, and marketing. Also, Catherine Lightfoot will provide an overview of the Membership Toolbox that is located in the Member Only section of the Society’s website.