How to start offering advisory services

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“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” we’re encouraged. But what is advisory and how do you go about it?

In this 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
  • Advanced advisory: Changing the numbers
  • Selling advisory
  • Chargeable vs non-chargeable
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