How many other accountants are sick of hearing that “compliance is dead” and that we should all move into advisory?
What will I learn?
For those who want to introduce advisory services to their clients Part One of this book provides a simple “how to” for those wanting to get started. It’s based on what works in Della’s own practices.
- What is advisory
- How to prepare your practice
- Staffing and software
- A typical advisory session
- Making money from advisory services
If you don’t know where to start with offering advice Part Two shares “what to” speak to your clients about. Whether they want to increase profit, business value or just reclaim some time you can help with advice on
- Vision and values
- Improving cashflow
- Increasing pricing
- Finding funding
- Implementing automation
- Introducing sales and marketing strategies
- And, of course, tax planning
As trusted advisers we have an opportunity to make a real difference to our clients’ lives and to help them to realise their dreams. How can we deny them our help? Reading this book is your first step to changing their numbers.
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