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:
Receive 1 hour of free CPE credit for participating in this live webcast.
Register for the webcast using the registration form below.
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.