Advisory Services Transforming client success: keynote presentation from Patti Newcomer Read the Article Open Share Drawer Share this: Click to share on X (Opens in new window) X Click to share on Facebook (Opens in new window) Facebook Click to share on LinkedIn (Opens in new window) LinkedIn Written by Intuit Accountants Team Modified Aug 22, 2023 0 min read In this video, Patti Newcomer, vice president of marketing for Intuit® Accountants, gives her thoughts about how firms can use advisory services to transform their practices and the success of their clients. This keynote welcomes participants to the first day of a two-day virtual conference, “Transforming Client Success.” If you missed the conference, the recording is available. Note that on-demand sessions are not available for CPE/CE credit. Enhance your learning and visit the Intuit® Accountants training center for more live conferences and recorded webinar sessions. Previous Post How to build an accounting advisory workflow for e-commerce companies Next Post The magic of multiplication has special meaning when you volunteer Written by Intuit Accountants Team The Intuit® Accountants team provides ProConnect™ Tax, Lacerte® Tax, ProSeries® Tax, and add-on software and services to enable workflow for its customers. Visit us online or follow us on X, Instagram, Facebook, and LinkedIn. More from Intuit Accountants Team Comments are closed. Browse Related Articles Tax Law and News When does a hobby become a business? Tax Law and News Is the IRS contacting your clients? Verify! Practice Management Practical uses of AI for productivity & client work Tax Law and News August 2025 tax and compliance deadlines Tax Law and News Big Beautiful Bill tax deductions for workers and seniors Advisory Services White paper: Scaling advisory services to your clients Tax Law and News Year-round tax planning tips for clients Practice Management Optimizing your firm for hybrid and remote work Grow your practice Scale your firm, your way Advisory Services Modern marriage issues: Postnup agreements