CPA - medium firm
CPA - large firm
Other
In this session, we will cover the role of an internal or external advisor in helping clients improve their cash flow. Starting with interactive dashboards and moving to individual team actions, this session will show you how to really make a difference for your clients. You will leave this session with new insights and new tools that allow you to apply your knowledge immediately.
Your clients are looking for help now. Will you be there for them?
Learning Objectives:
- Determine new ways to impact client results
- Identify the connection between different financial ratios and how to improve them
- Diagnose the cash hiding in each area of your client’s business
Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.
She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.
She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.
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