Thinking of selling advisory services? Here’s what you need to know

Ever since we launched the Senta Advisory feature, accountants and bookkeepers have been talking to us about how to provide - and sell - advisory services to their clients.

So, we’ve joined up with industry expert Della Hudson, and have created this guide to walk you through the steps you can take to provide advisory services. It also includes real, practical advice on how to sell and even how to begin those conversations.

The Senta Advisory guide

"Compliance is dead” we’re told as we sit looking at a screen full of tax returns, still to be completed.

"Accountants need to offer advisory services instead”.

But what is advisory and how do you go about it?

 

In this Senta guide, Della Hudson examines the ways your practice can begin offering advisory services. Plus, Della offers advice on how to frame solutions for your businesses, based on their financial performance.

Contents

• What is advisory?
• What do you need to do before you start?
• Reactive business advice
• Using Senta to start the advisory conversation
• What to say and how to say it
• Advanced advisory: changing the numbers
• Selling advisory
• Chargeable vs non-chargeable

Download your copy here.

Senta provides sublime practice management software for accountants and bookkeepers all over the world. You can find out more about how Senta can help you run your practice here.