As your clients grow, they often face increased complexity—managing multiple entities, expanding teams, and navigating more advanced reporting requirements. These shifts highlight opportunities to improve clients’ efficiency and profitability by better aligning their systems with their business goals.
In this online event, you’ll hear directly from fellow accounting professionals who are advising clients through this shift. From identifying when change is needed to supporting smooth transitions and guiding clients post-implementation, this session is built for practical, peer-led insight.
You’ll learn how to:
Identify when client complexity signals a need for better systems.
Advise clients on scalable, multi-entity tools that elevate profitability and efficiency.
Support clients after the transition and enhance your role as their strategic advisor.
What to expect:
A real-world, community-led panel discussion
A practical look at key pain points clients are facing, like the need for multi-entity management, real-time insights with dimensions, and more granular reporting
An extended demo led by Intuit’s product team, offering a deeper dive into the Intuit Enterprise Suite.
Note: This recording is not CPE-Eligible.