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Free cpe webinars
How to Change the Way We Think About Our Practices


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 26, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

For far too long, we have been focused on our own internal firm efficiency. While this can be important for moving information through our firm, it takes our focus away from making changes that have a positive impact on our clients. If our goal is to truly provide services that matter to our clients, we need to take another look. 

In this session, we will share tools from advisory service delivery that help accountants make the mental shift necessary to move up the value chain with clients by helping them create the kinds of business results they crave. Leave this session with actionable insights you can apply to yourself and your clients. 

Learning Objectives:

  • Recognize the importance of putting clients at the center of our own practices

  • List tools to gain insights into the customer experience you are delivering

  • Identify how to help clients apply these same tools in their businesses

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Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with to move the profession forward, writing, speaking, and tweeting at 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

About Our Sponsor

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Veem is an all-in-one AP/AR solution that offers the next generation of financial tools to accountants and bookkeepers that simplifies processes and helps their business grow. Manage your client's domestic and international payments in a solution that uses your accounting platform as the source of truth. For nearly a decade, Veem is trusted by more than 500,000 businesses in over 110 countries to send and receive money globally. Veem is licensed and regulated in each country and state it serves.