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Boost Your Accounting Firm’s Revenues with Advisory Services
Transformation Area:
Accounting Transformation
Finance Transformation
Firm Transformation
Field of Study:
Firm Management - FM
Management Services - MS
CPE Credits
1 Hour(s) - CPE Credit(s)
Duration
1 Hour(s)
Prerequisite(s)
None
Level
Basic
Content Type
Group Internet Based
Description
Maybe you’ve considered advisory services but are unsure how to shift from compliance MMservices. Even if you realize the value of advisory services, you’re busy with day-to-day tasks. Lack of time prevents you from moving in this direction. We’ll share proven tips to lighten your workload. Imagine increasing your monthly client revenues by 50% with minimal extra effort. If that interests you, consider adding advisory services to your list of client services.
This strategic move to advisory diversifies your practice and positions you as a firm of the future. Don’t underestimate the value of your knowledge. Your clients appreciate your insights. But they may not realize the full range of your expertise. Discover the exact steps to highlight your knowledge, positively impact your clients and charge premium fees.
Objectives
During this action-packed session you’ll learn:
- Define advisory services and learn how to structure them for clients – especially if you lack confidence.
- Apply the #1 strategy to kickstart your advisory services.
- List the five steps to becoming a valued advisor.
Intended Audience
Firm leaders, Managing Partners, Owners
Click here for the Center for Accounting Transformation Administrative Policies
