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How to Sell Advisory Services to Your Clients
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How to Sell Advisory Services to Your Clients

Now more than ever, you are in a position to help small businesses survive, overcome cash flow challenges, forecast financial statements, and return to a profitable business model. Embracing this, and recognizing your services as an essential tool, is what leads to the potential for growth.

An Accountant’s Guide to Strategic Advising Services for Small Businesses
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An Accountant’s Guide to Strategic Advising Services for Small Businesses

Strategic advising is a specific type of small business advising service. It focuses on lean business planning, financial forecasting, and monthly financial performance tracking. In the accounting profession, it fits within the umbrella of client advisory services (CAS). What differentiates strategic advising from other client advisory services is its focus on planning and iterative forecasting […]

Strategic Advising Services Are More Profitable With Value-Based Pricing
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Strategic Advising Services Are More Profitable With Value-Based Pricing

We’ve had a great year teaming up with Mark Wickersham to help more accountants adopt value-based pricing for advisory services in their firms. In the past few years, these two concepts have grown from buzzwords to important strategies for accountants, helping them get paid fairly for their services in a changing industry.

How to Value Price Advisory Services
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How to Value Price Advisory Services

Helping a client to build a more profitable and successful business is one of the most valuable things we can do. It would be crazy to price this work based on time—that would leave too much money on the table.

Why Process Matters to the Success of Your Accounting Firm
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Why Process Matters to the Success of Your Accounting Firm

Anyone who has been providing client services for a while has processes that they follow. But there is a difference between haphazard processes that have grown organically, and processes that are intentional, well-considered, and documented. The difference between the former and the latter is the difference between having a firm that is merely surviving, and […]

Monetizing Client Advisory Services: 3 Easy Wins
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Monetizing Client Advisory Services: 3 Easy Wins

Client advisory services, like any other offering in an accounting practice, must be profitable to be worthwhile for your business. At the same time, Strategic Advising, or client advisory services, have the distinction of being the most open-ended type of work you can do in the spectrum of public accounting. This might seem like a […]