You may already be offering accounting advisory services, but are you really putting advisory guidance at the core of your client relationships? Are your offerings scalable? Do your clients understand the value they’re getting?  

It’s time to re-establish your value—not simply as the accountant who can do the rear-view tasks required but as the one who can help clients look forward and make the right decisions for the future of their businesses. This is more important than ever during times of economic uncertainty.  

Whether you want to start an accounting advisory practice or fine-tune your current advisory offering, this webcast will help you make the shift to an advisory-centric firm and become the true trusted advisor your clients are seeking.

Join Will Hill, Senior Product Manager at Thomson Reuters, and Stephen Morris, CPA, CCIM from Morris Financial Advisors, Inc. to learn more about how to maximize your advisory-centric engagements.


Learning Objectives:

• Define what advisory really means


• Identify how to start offering advisory services  


• Give examples of how to think about pricing your services


• Identify how to approach new clients with your advisory offering