Time 40 min

Accounting for the future: How to make the transition to advisory

Small business demand for advisory services has grown dramatically. With accountants and bookkeepers increasingly seen on the business frontline, how can your firm package and position billable advisory services to help clients as they plan for growth? Our panel of experts will cover a variety of important topics surrounding advisory in accounting including:

  • Approaching advisory as a service
  • Factors to consider when positioning and packaging services
  • How to bridge the conversation with clients
  • Building your tech stack for successful advisory