Ready to unlock exponential growth for your firm's advisory services? Join us to discover how Practice Forward from Thomson Reuters empowers you to monetize your expertise, elevate client relationships, and build the firm of your dreams. We'll explore proven strategies to increase client billing, transition to recurring revenue streams, and dramatically boost your firm's value.
Learn from a panel of accounting firm leaders how Practice Forward users have achieved 25% revenue increases within the first year and boosted client satisfaction to 62%. Don't miss this opportunity to transform your practice and unlock your firm's full potential!
Learning Objectives:
- Define service menus, standardize pricing, and properly bill for value-added services
- List strategies for onboarding new clients and transitioning existing ones to an advisory model
- Summarize the importance of standardized processes and tools in delivering consistent advisory services
- Recall from other firms' experiences how to overcome challenges and leverage community support in advisory service implementation
Danielle Esper
Thomson Reuters
Solutions Consultant
[email protected]
With over eight years at Thomson Reuters, Danielle serves as a Solutions Consultant specializing in Advisory. A dedicated professional, she actively participates in Thought Leadership events, including Partner Summits, Advisory Symposiums, and Synergy conferences. Danielle leverages this experience to drive innovative solutions, contributing to the evolution of Advisory services within the industry.
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