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