How to Balance Offering More Specialized Services to Your Clients

Clients are looking more and more for a business partner or financial director relationship from their accountants (and bookkeepers), and in this even faster paced and unpredictable business environment we are increasingly expected to be able to help our clients make critical business decisions, fast.

In this session we will discuss what services we should be offering to become a trusted advisor, rather than an accountant, how we can create efficiencies within our firms to create the time required to provide these advisory services. Expect to learn:

• How to win more advisory work
• How to position yourself as the ‘trusted advisor’
• 6 Key elements to creating operational efficiency