Why accounting firms of all sizes need to embrace client advisory services.
Can your firm add a service that is valued by clients and generates more revenue for you? Sound too good to be true? It’s not! In our short but action-packed guide, we’ll cover what you need to know to create profitable client advisory services.
What you’ll find in this guide:
The signs that it’s time to add client advisory services at your firm.
Introducing client advisory services and the fundamentals.
Communication best practices and soft skills needed to succeed.
Packaging service examples and pricing considerations.
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Here’s a peek at what’s inside
Accounting workflow software
that lets you rest easy.
Jetpack Workflow is the efficient way to standardize your recurring work, automate your deadlines, and track everything in your firm. And the best part? You can be up and running in days, not weeks.