Many firm owners think they have a good handle on providing business advisory services, but that’s likely because they’re misunderstanding the true scope of what it’s all about. It’s more than just tax planning and financial analysis; it’s knowing all the details of your clients’ business building blocks—their insurance, 401(k), payroll and other foundational elements—and helping them close the gaps with the right solutions.

Join Darren Root and John Mitchell for a deep dive into how to reorient your firm toward true business advisory services and make it an efficient revenue center for your firm. Webinar topics include:

• Productizing: Accounting firms coast-to-coast do the same things, so there’s no need to reinvent the wheel. Nor should you create services that morph and bend to accommodate each individual client. Productizing ultimately liberates you, your team and your clients from the complexity and ambiguity of loosely designed services.


• Filling your sales funnel: Understand the principles of content marketing and learn how to use good content in your communication channels to draw traffic to your website.


• Identifying the opportunities: It begins with smarter client management. Learn how to collect and organize the right intelligence on each client to fill important gaps and increase engagements and revenue for your firm.


• The pitch: Presenting your products to prospects—it’s easier when you have a productized portfolio of offerings to show.


• Closing the deal: Adopting a modern solution that gives you the ability to generate proposal documents with point-and-click convenience and efficiency.