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!