Starting a Conversation: Awakening the Interest

Learn how to use Calxa to quickly generate a set of useful client reports that you can then use to kick-start the ‘advisory’ conversation. This is part 1 of a series of 3 webinars.

Discussion Points:
  • How to quickly connect Calxa to your client’s accounting data
  • How to generate a useful, informative bundle of reports in a few minutes
  • Suggestions on questions to start the conversation with your client