As a modern accountant or a progressive bookkeeper, you already know that your client engagements are most valuable when they’re built off of relationships. And you are aware that the future of the accounting industry is stretching beyond the compliance work of bookkeeping and tax filings.
Watch this on-demand webinar to learn more about how to take your practice to the next level and push beyond just compliance services. We call these advisory services, though they’re known by many names. Heck, you may be offering them already and you don’t even know it! That’s what we’re here to discuss.
Dig into the 5 w’s (and 1 h) of advisory services:
Why do I need to offer advisory services (or more of them)? Which ones should I be offering? Who should I be offering these services to? Where do I start or go next? When can I fit this into my firm? And the million-dollar question: How can I make it repeatable and scalable so it’s profitable for me?
Plus, get easy-to-follow steps for adding advisory services to your firm, adding more of them if you are offering them already, and pricing them so they work for you.
This webinar is for you if:
Speakers are Twyla Verhelst (CPA), Head of the Accountant Channel at FreshBooks, and Ryan Lazanis (CPA, CA), Founder of Future Firm.
Watch the on-demand webinar now.