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How to Get Clients on Board with Advisory Services
Manage episode 390679664 series 3399354
How do you take a data-driven approach to your business while keeping your passion at the forefront? Amy Phillips, the powerhouse behind TriStar CPAs, has mastered the art of blending number crunching with relationship building. Join us as we explore her journey in the accounting industry and marvel at how she's revolutionized her practice by transitioning to an advisory model. No matter the size of your business or the complexity of your financials, Amy's insightful story presents a treasure trove of advice for both accounting professionals and business owners.
46 episódios
How to Get Clients on Board with Advisory Services
AccounTrends: The tax and accounting thought leadership podcast
Manage episode 390679664 series 3399354
How do you take a data-driven approach to your business while keeping your passion at the forefront? Amy Phillips, the powerhouse behind TriStar CPAs, has mastered the art of blending number crunching with relationship building. Join us as we explore her journey in the accounting industry and marvel at how she's revolutionized her practice by transitioning to an advisory model. No matter the size of your business or the complexity of your financials, Amy's insightful story presents a treasure trove of advice for both accounting professionals and business owners.
46 episódios
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