How to Win High-Value Advisory Work and Build Business Advisory into a Profitable Service (ACAS)


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Discussion Leader
Mark Wickersham

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How to Win High-Value Advisory Work and Build Business Advisory into a Profitable Service (ACAS)

Customer Rating

Field of Study

Accounting

Level

Intermediate

Credits

1

Qualifies For

CPE

Overview

Technology is disrupting the accounting profession.  As cloud accounting systems continue to automate data entry tasks there will be increasing downward pressure on price for compliance services.

The profession has to change and focus on an increasing proportion of annual fees coming from advisory services.

How do you package and price advisory services?  How do you deliver these services?  How do you sell them to clients?  This webinar will address all these issues and give you key strategies for building a profitable business advisory service.

Major Topics

  • Why bundling is your first step to value pricing and building a menu of advisory services
  • A step-by-step method for delivering advisory to your clients on a monthly basis
  • How to successfully sell expensive advisory services with the top down approach – and without having to do any selling!

Learning Objectives

At the end of this course, you will be able to:

  • You’ll learn how to package your advisory services
  • You’ll learn a structured approach to delivering the work
  • You’ll learn how to value price this service offering so it becomes highly profitable

Designed For

This course is for senior accountants and forward-thinking bookkeepers who want to develop the knowledge and skills to become business advisors so they are better equipped to help their clients build more successful businesses.

Prerequisite

Intermediate because it is aimed at accountants and bookkeepers who give advice to business owner clients, i.e. senior people within a firm or the proprietor/partner.

Advanced Preparation

None


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Discussion Leader
Mark Wickersham

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