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.
- 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