Guide

The Essential Guide to Offering Advisory Services

In today’s highly competitive and demanding accounting world, as advisors, we must be indispensable.

More and more successful accountants are becoming trusted business advisors at CPA firms everywhere. Consulting fees represent a significant part of the financial benefits derived by firms who develop client facing and structured advisory services, making it a crucial time to learn which service offerings are right for your firm.

Here are just a few of the services covered in this guide:

  • Strategic client review
  • Business valuation
  • Business structure and regulation
  • Financial services and wealth management
  • Innovation
  • Human Resource planning and review
  • Succession planning
  • Mergers and acquisitions

Plus, you'll learn which services are the most popular - and lucrative - that may be the best fit for your practice.

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