Webinar Recap: How to Grow Your Firm's Services with Your Customers

by Auvenir

As we begin a new year, and we start to think about our goals and plans, accountants and bookkeepers have a fresh opportunity to consider growing their services to provide new benefits to customers and can increase revenue opportunities for firms. 


We discussed in our previous blog that CPAs are expected to evolve and adopt new technologies that can help drive innovation and add value to their services. However, while the idea of growing services may be at the forefront of CPA’s minds, it can often seem scary to contemplate shaking up the status quo. But it doesn’t have to be a daunting experience to evolve your services if you know where to start. 


On December 15th, 2021, we co-hosted a live panel discussion on ‘Growing Your Services with Your Customers’ with Sage to review 5 key areas to consider when you are in the process or considering growing your services. 


This informative session was co-hosted by our own Tara Walker, Sales Director, and Taimoor Tariq, Product Marketing Evangelist Accountants, Sage, and included experienced panelists: Tiffany Stewart, CPA, CMA, Cloud Accounting & Technology Consultant; Jean-Guy Talbot, FCPA, FCGA, Founder and CEO, RêveNew Practice Management & Founder, Talbot and Associates Chartered Professional Accountants; Kellie Parks, CPB, Saasy Accounting Coach, Calmwaters.


If you didn’t get a chance to watch the session or if you want a refresher, here is a recording of our webinar on ‘Growing Your Services with Your Customers.’