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Free cpe webinars
There is No Off-Season: Selling Advisory Services


Cost Free
Presentation Length 1.0 hour

Recorded DateApril 26, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

When accounting professionals lean into their advisor role with their clients, they add tremendous value. A modern advisor is an invaluable asset to a client’s business in today’s new world, supporting employees’ livelihoods and helping economic recovery. How do firms communicate this added value clearly and create client advisory service proposals that sell?

In this webinar, Josh Lance of Practice Ignition will discuss how to use your advisory services to effectively advise your clients and capture new client value through your service proposals.

Learning Objectives:

  • Identify the value of delivering advisory services for clients and your firm

  • Define the key elements and best practices for every advisory proposal

  • Identify how to sell advisory services easily

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Joshua Lance

Practice Ignition
Head of Accounting at Practice Ignition
(630) 537-0218

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Joshua Lance is the Head of Accounting at Practice Ignition and the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. A licensed Certified Public Accountant and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home.  Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra-high net worth family office. Josh is also an adjunct faculty at Northwestern University in Evanston, IL, teaching accounting in the Farley Center for Entrepreneurship and McCormick School of Engineering.  He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 and 2018 by CPA Practice Advisor. Josh was also recently named to the Illinois CPA Society Board of Directors.

About Our Presenter

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Practice Ignition is everything you need to streamline and grow your accounting practice. Automate your team's workflow with professional proposals and engagement letters, onboard clients faster and win more business, track performance with extensive analytics, accept payments and get paid on time. Works with Xero and WFM.