Webinar Replay
Client Relationships as the Key Driver for CPA Firm Growth
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.
As you reflect on what advisory could look like in your firm, here are two simple ways to keep the momentum going.
The Advisory Readiness Scorecard
Our Advisory Readiness Scorecard is a quick, insightful tool to help you assess how aligned your current model is with where you want to go. In just a few minutes, you’ll gain clarity on your firm’s mindset, structure, and positionin. You’ll walk away with a personalized sense of what’s next.
Book a 30-minute Conversation with Tim
If you're navigating the shift from compliance to advisory, you're not alone. Your webinar host, Tim Coakwell, CPA, CA, CFP, CIM, made this transition and is offering 30-minute conversations to share what he’s learned along the way.
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.
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.