Newcomer

Client Advisory & Stakeholder Communication

CPAs increasingly serve as advisors, not just compliance providers. This requires specific communication skills — translating numbers into business decisions, managing difficult client conversations, navigating multi-stakeholder dynamics. This course covers the advisory communication skills.

4 lessons · 3 open to everyone · About 1 hour · Level: CLB 7–9 · By Newcomer

Lessons

  1. Translating numbers into business decisions — Open to everyone
  2. Client meeting — quarterly business review with small business owner — Open to everyone
  3. Difficult client conversations — fees, scope, bad news — Open to everyone
  4. Quiz: Client advisory communication — Free account