Webinar
Client Relationships as the Key Driver for CPA Firm Growth
Date: Wednesday May 28, 2025
Time: 11:00 AM PDT | 12:00 PM MDT | 2:00 PM EDT
Cost: COMPLIMENTARY
CPAs Are Being Pulled in Every Direction.
Let’s Help You Pull Ahead.
Competition is growing. Banks and tech firms are encroaching on your space. Meanwhile, your clients expect more strategy, insight, and value.
What if the key to creating more value for your clients and your firm is right in front of you?
This 60-minute webinar is designed for CPAs who are ready to reimagine their role and unlock the potential within their existing client base. We’ll show you how taking a more strategic approach to relationship management can lead to stronger outcomes for your clients and meaningful growth for your practice.
Your Client Relationships Hold Untapped Value. Let’s Uncover It.
What We’ll Discuss:
How the most trusted CPAs are evolving their role—from compliance-focused to strategy-driven
Ways to evaluate the strength and potential of your existing client relationships
A practical framework to help prioritize the right clients for advisory conversations
What’s working right now inside firms using the Integrated Advisory model
Your host
Tim Coakwell CPA®, CA, CFP®, CIM®
Sr. Vice President. Member Relations
With deep roots in the accounting profession, Tim is redefining what it means to be an advisor. With more than 30 years in financial services, he is on a mission to transform the role CPAs play in their client’s lives.
Tim is passionate about partnering with forward-thinking CPAs and financial professionals to deliver holistic, future-focused advice.
His work empowers professionals across Canada to grow beyond tax and compliance and make a lasting impact on their clients’ financial journeys.
This Isn’t Just a Webinar. It’s a Window into What’s Possible.
Integrated Advisory helps CPAs move beyond traditional accounting into a more strategic, future-focused role. As part of our national network, CPAs gain access to collaborative partnerships, expanded capabilities, and new revenue streams without giving up independence or control.
The insights in this session reflect what’s working inside our network today. It’s not theory. It’s transformation, already in motion.
What You’ll Gain
- Access to the Advisory Readiness Scorecard: a practical tool to help assess your firm's mindset, positioning, and readiness for advisory growth
- A look into a model that puts CPAs back at the center of financial leadership
- Real examples of how CPAs are building more resilient, profitable practices by going deeper, not wider
Ready to Rethink What’s Possible in Your Practice?
Date: Wednesday May 28, 2025
Time: 11:00 AM PDT | 12:00 PM MDT | 2:00 PM EDT
Cost: COMPLIMENTARY
About Integrated Advisory
This session is presented by Integrated Advisory, a national network that supports CPAs in expanding the value they provide to clients. We empower CPAs–their clients’ most trusted advisors–to move beyond traditional accounting services and lead holistic financial strategies.