In the News - Coffelt Strengthens Advisory Skills

By Roxanne Coffelt |

Business Evaluation Services Indiana

From Ink Free News, November 11, 2019:

WARSAW — Roxanne Coffelt recently attended a week-long seminar and training session with other CPAs from around the United States and Canada.

The specific purpose of the conference was to strengthen advisory skills, specifically in the area of profit and growth consulting. Participants were experienced, having previously attended an in-depth course. They learned more about ways of delivering these services. Each firm is independent and sets their own service offerings, policies and procedures. This also offers an opportunity for CPAs to network with people who offer services they don’t, such as business valuation, financial statement audits or Canadian taxes.

The idea is to help the client define their short and long-term goals, whether that is to grow the company, sell the company, spend more time with family or something else. Once the goals are defined, the advisor helps the client develop a plan, not only to reach those goals, but also to measure the progress that is being made.Link 

Link to article on Ink Free News

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