Boost Your Accounting Firm's Revenue with Advisory Services

June 11th, 2025 - June 11th, 2025 @ 2:30 PM-3:30 PM

Credits

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

Provide firm leaders with a comprehensive understanding of client advisory services and how to add them to the firm's service menu for the benefit of clients, staff and the firm's bottom line.

Major Subjects

• 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
  
   

Prerequisites

None