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DTSTAMP:20260515T042959Z
DTSTART:20260521T233000Z
DTEND:20260522T011000Z
LOCATION: UNO College of Business Admin (New Orleans\, 70148)
SUMMARY: New Orleans Chapter: Client Services for Small Businesses
DESCRIPTION: Join the New Orleans Chapter for an insightful session with Catherine Roe\n \nAs client expectations continue to evolve\, many firms are looking for ways to move beyond traditional compliance work and provide more strategic value to small business clients. This session will explore practical approaches to strengthening client services through advisory-minded communication\, process improvement\, and operational support tailored to entrepreneurs and small business owners. Attendees will discuss ways firms can identify opportunities for expanded services\, improve client relationships\, create more efficient workflows\, and position themselves as long-term strategic partners rather than transactional service providers. The session will also touch on common challenges small businesses face related to financial literacy\, organization\, and decision-making\, along with ways accounting professionals can better support those needs\n \nNon-CPA staff\, student\, and candidate affiliates are invited to attend at the member rate (free). \n  
CLASS:PUBLIC
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