Lisa Tierney, CLSC is an Executive Life Coach with over 20 years of experience working with CPAs will share with you how you can elevate your CPA practice into advisory status – serving as a true financial analyst or business advisor. This can result in higher dollars and profits, increased satisfaction with your client relationships, assist with attracting higher caliber talent and an overall improved professional experience.

• Managing partners
• Partners
• Future leaders of the firm (all levels)
• Human resources professionals
• Firm administrators

• Learn why now is the crucial time for CPAs to rise to advisory status
• Understand and identify the benefits of an advisory client relationship
• Learn how to elevate into a role of an advisor
• Learn how (and when) to teach others to become advisors
• Examine real life case studies of other CPA professionals who have achieved “advisor” status
• Gain more confidence than ever before on how to lead your firm toward advisory / consultancy