Transform Client Relationships from Transactional to Consultative

Join Xero's Ian Vacin as he shares proven strategies and Xero Partner experiences on how accounting professionals can leverage modern cloud solutions to transform their relationships with clients from transactional, hourly relationships to consultative ones that place the accounting professional back as the Trusted Advisor. Specifically, learn the process (with easy to follow steps) to move your once a year clients (like write-up / tax clients) to be monthly paying consultative relationships. Gain perspective on the process, the conversations, and the outcomes of these new relationships and revenue streams.

This one-hour discussion will cover critical issues for your firm, including:

  • Learn how to identify the right opportunities to reposition
  • Learn the step-by-step process on moving the relationship to a long-term consultative one from the start
  • Get key tips and tricks on how to leverage these opportunities to drive further efficiencies and increase your value-added services

Receive 1 hour of free CPE credit for participating in this live webcast.

Register for the webcast using the registration form below.


Presented by:

M. Darren Root, CPA.CITP 
Darren is the Executive Editor of CPA Practice Advisor, and remains in public practice as the principal of Root & Associates, LLC, in Bloomington, Indiana, and president of his consulting practice, RootWorks. He formerly served on the Board of the AICPA’s CITP Credentials Committee and is a former member of the Board of Directors for the Indiana CPA Society. He speaks at dozens of professional organizations each year and frequently serves as a guest lecturer at Indiana University’s Kelley School of Business.


Ian Vacin is the Vice President of Marketing & Product for Xero and works from Xero's San Francisco office. Prior to Xero, Ian spent almost 9 years working at Intuit where he led the QuickBooks ProAdvisor Program and previously was the Offering Leader of Intuit's Mac Financial Software. Ian has over 15 years of experience in technology working as a product manager, marketer, engineer and entrepreneur with expertise in the design, development, and marketing of software solutions. He has helped companies ranging from Fortune 500 (Intuit, Intel, IBM, and Oracle) to early stage startups develop and deploy accounting, CRM, procurement, and software integration solutions.

Ian received both a Master of Business Administration (Kellogg School of Management) and a Master of Engineering Management from Northwestern University. He also received a Bachelor of Science degree in Industrial Engineering and Operations Research from the University of California, Berkeley.

This FREE online seminar is a continuation of the magazines’ mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:



Already Registered? Log In Now

Complete this form to enter the webcast.
(* indicates required field)

First Name*:
Last Name*:
Address 1*:
Address 2:
Number of employees in your firm::
Primary Business at your firm::