How to Move From Compliance to Advisory

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, how to introduce your services to your clients and you will be shown a new way to be ‘paid to pitch’ for the work you are trying to win.

In this webinar, you can expect to learn:

• How to win more advisory work
• How to position yourself as the ‘trusted advisor’
• What your clients really want from you