Read a selection from the manual and view video highlights from our last Workshop.

View video highlights from our last Workshop: You must have the Windows Media Player or Real Player plug-in to view the video. Download Windows Media Player
or Download Real Player.

Keep listening to your clients – they will tell you where your opportunities are.

Should you continue to take on new assignments from a difficult client? Yes – Bill Reeb explains why.

Make sure all of your client’s concerns are heard, particularly on sensitive issues like family financial planning.

Read an excerpt from
the Workshop manual —
"Using the General Contractor Model".
(PDF download)

Workshops coming to a city near you, in conjunction with these State CPA Societies:

Dallas, TX
Texas Society of CPAs - Dallas Chapter Training Facility
Tuesday, August 3, 2010

Novi, MI
Baronette Renaissance Hotel
Wednesday, October 20, 2010

Phoenix, AZ
Arizona Society of CPAs
Thursday, January 7, 2011

Check back for additional upcoming dates and locations.