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Changing the Numbers: How to deliver advisory services for maximum success
How many other accountants are sick of hearing, “Compliance is dead,” and we should all move into advisory?
But what if compliance is all you know and all that really interests you? Well, this book will give you an idea of whether you want to make the move into advisory or not. Whilst the future of accountancy lies in helping clients to change their numbers rather than just recording them, compliance isn’t dead yet.
For those of you who want to introduce advisory services to your clients, Part 1 of this book provides a simple how-to guide to get you started. It’s based on what works in Della’s own practices.
It explains the following:
What advisory is
How to prepare your practice
Staffing and software
A typical advisory session
Making money from advisory services
If you don’t know where to start with offering advice, Part 2 shares what to speak to your clients about. Whether they want to increase profit, business value or just reclaim some time, you can help them with tailored advice. This could be on vision and values, improving cashflow, increasing pricing, finding funding, implementing automation, introducing sales and marketing strategies, and, of course, tax planning.
As a trusted adviser, you have an opportunity to make a real difference to your clients’ lives and to help them realise their dreams. How can we accountants deny them our help? Reading this book is your first step to changing their numbers.
But what if compliance is all you know and all that really interests you? Well, this book will give you an idea of whether you want to make the move into advisory or not. Whilst the future of accountancy lies in helping clients to change their numbers rather than just recording them, compliance isn’t dead yet.
For those of you who want to introduce advisory services to your clients, Part 1 of this book provides a simple how-to guide to get you started. It’s based on what works in Della’s own practices.
It explains the following:
What advisory is
How to prepare your practice
Staffing and software
A typical advisory session
Making money from advisory services
If you don’t know where to start with offering advice, Part 2 shares what to speak to your clients about. Whether they want to increase profit, business value or just reclaim some time, you can help them with tailored advice. This could be on vision and values, improving cashflow, increasing pricing, finding funding, implementing automation, introducing sales and marketing strategies, and, of course, tax planning.
As a trusted adviser, you have an opportunity to make a real difference to your clients’ lives and to help them realise their dreams. How can we accountants deny them our help? Reading this book is your first step to changing their numbers.
202 pages, Paperback
Published April 28, 2022
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April 16, 2023
A great book to help you in the next step of growing your accountancy practice.
Displaying 1 of 1 review