Webinars and Resources
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What I wish I knew about advising when I started
Description: Starting your advisory practice can feel daunting, and you may be worried that you aren’t doing everything “right.” Determining scope and pricing, learning and implementing new software, and how to effectively engage with customers, are all areas you’ll want to address.
Join us as we talk with seasoned advisors, Lisa Raiche – Bohdi Business Advisors and Enae Jackson-Atkins – Esquire Accounting, who have been in your shoes. They’ll share the things they learned along the way, what they wish they knew when they started, and give you tips to successfully build your practice from day 1.
Can’t wait for our next webinar? View our past webinar recordings here.
*More training dates will be added. Please check back regularly for an up-to-date schedule.
Move beyond budgeting and into forecasting
Forecasting, cash planning, and reporting
More Free Training Videos
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