If you feel like you’re up together with your compliance work, the next logical step for many accountants is to look to monetize the advisory side of your practice. There have been hundreds of thousands of words written about the best way to create financial opportunities around advisory services. Unfortunately, the existence of the advisory silver bullet is like the fabled money tree - it doesn’t exist… but we do have a simple formula.
Here comes the maths
In order to add value to your existing offering, you need to have customer financial information at your fingertips. And then you need the confidence, knowledge and format for packaging and pricing your advice. Simple? Not quite. Let’s put it like this:
Senta + The Gap = Advisory opportunities
Senta Advisory integrates directly with bookkeeping software to allow you to proactively monitor your clients’ financial performance. We’ve teamed up with The Gap Portal, who are well known for creating fully systemised processes, education and marketing resources that enable accountants to market, sell and deliver Business Advisory.
All the info you need
We’re running a webinar on Thursday 11 November at 9am BST that will give you all the info you need to kick start your advisory services. We’ll be sharing top tips on interpreting the data to create opportunities for your clients and how to wrap a meeting and value framework around your reporting services.