As the economic uncertainty created by the pandemic continues, firms find themselves struggling to find ways to stay relevant and attract new clients. Firms that build or grow their advisory practice by focusing on the value-add services critical to their clients will see greater long-term business success. According to a recent survey given to accounting professionals conducted by Spotlight Reporting, a key takeaway was the continual need for advisory services. Nearly 80% of respondents indicated that they plan on offering or expanding advisory services in the future. This data proves that building or enhancing your firm’s advisory services should be a priority. But how do you build and achieve a successful advisory service business model?

Join us as Lisa Erickson is joined by Wolters Kluwer customer Ernie Villany, President and Primary CPA at Boulder Valley CPAs. Ernie will share his insights, experiences, and best practices for developing an advisory service business model. 

Learning Objectives:

• Define and build your service packages—including how to determine pricing for those services 


• Identify how to communicate your new business model to clients 


• Recognize how to transition old clients to the new business model