Practice Forward

How to offer advisory services your clients will value — and pay for

Opportunity is Knocking


Mo Arbas

Thomson Reuters

Jamie N. Lopiccolo


Feeling as if you’re in a rut of compliance work? Playing catch-up and struggling to find any time to be truly proactive for your clients, like they need you to be? Are you giving away insights for free or feeling greatly under-valued?

If this sounds like your situation, you are not alone.

The world is changing and as accountants we must change too. In this webinar, we will explain how Practice Forward creates the roadmap for shifting your business model to support advisory-centered client relationships, leaving you with a more profitable business and feeling more rewarded in your career.

Comprising over 160 tools paired with personalized consulting, Practice Forward helps you:

  • Package, price, sell, and deliver services
  • Develop a winning pricing strategy
  • Standardize business best practice advisory delivery
  • Transition existing clients into advisory-centric relationships

Opportunity is knocking — it’s up to you to open that door. Join us for this webinar to learn more about how you can make real change for you, your firm, and the lives of your clients.

Speaker bios

  • Mo Arbas
    Thomson Reuters

    As a consultant with Thomson Reuters, Mo is passionate about working with clients across the country and delivering an exceptional client experience. He specializes in advisory, tax, and operational workflow and is a lead presenter at Partner Summit, Evolve Your Practice, and SYNERGY Users’ Conference.

    Prior to joining Thomson Reuters, Mo worked for a local CPA firm focusing on Individual Taxation. He manages his own firm, providing tax compliance and advisory services to individuals and small businesses. Mo continues to work with firms across the country to bring positive change to their workflow, enhance their use of technology, and develop best practices to ensure their success in an ever-changing industry.

  • Jamie N. Lopiccolo

    Jamie is technology driven and helps businesses explore the possibility of doing it differently.
    As a trusted adviser, he provides peace of mind to those that are impacted by the day-to-day challenges of today's business world. He has a knack for thinking out of the box to find real solutions to everyday problems.

    A CPA since 1998, Jamie brings over 25 years of tax, accounting, and advisory experience in the industries of manufacturing, fabricating, real estate medial and professional services.

    A graduate of Walsh College, Jamie is a member of the American Institute of Certified Public Accountants (AICPA) and the Michigan Association of Certified Public Accountants (MACPA).

Enhance your firm’s advisory services

Practice Forward provides the proven methodology, guidance, and content solutions you need to implement a proactive, advisory-centered firm