There is a huge untapped reservoir of opportunity for forward-looking Advisory Services in the small business space and we will teach you how to reach it. Simply reviewing historical data is not enough. There is only one place to start for your clients who are serious about making better decisions: a regular budgeting, forecasting, and performance review process. It will drive more insightful discussions, provide your clients more value, all while you become a more trusted advisor. Technology is rapidly changing the accounting landscape; firms that make these services a central part of their practice will stay competitive and increase profitability.

Learning Objectives:

• Define the size and need of the market


• Describe how to clearly articulate to your client why these exercises are essential for any business 


• Compose a better decision-making process for your business 


• Outline the best ways to market and deliver these ongoing services to both your current clients and win new prospects