The Sleeter Group, whose members are known for providing accounting and software solutions, has created an innovative road show wherein accountants attend technology solutions training sessions in the company of their clients. I can attest to the success of this model.
Years ago, I was on staff as an instructor at the Indiana CPA Society where I designed and taught full-day, hands-on QuickBooks classes for accountants. Each accountant who registered for my class was allowed to bring one client at no extra charge. By working side by side in a learning environment, accountants and clients were better able to understand the problems that each of them faced and could work together to create practical solutions under my guidance. The classes were immensely popular and, more important, successful.