Launching Client Advisory Services in Your Firm

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

CAS book chapter.
CAS Book Chapter.
CAS Book Chapter.

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