This informative session is designed to help firms currently leading with compliance (tax preparation and bookkeeping) to begin offering planning and tax advisory services. You will learn about industry trends, change management with your clients, and tips on how to set up your practice for success. This will include an easy-to-follow alignment triangle, instructions on how to create a mission statement, examples to segment your clients, and support to add tax advisory to your firm. You’ll also learn how to communicate this importance, and help better prepare your clients.
By completing this session, you will be able to:
Identify industry trends supporting an advisory business model
Empower your staff and your clients for future success
Update your planning and preparation services to add tax advisory
Segment your clients to launch and learn with tax advisory
Create a mission and an alignment triangle for your firm
Create a business model adding tax advisory
Anyone interested in adding tax advisory to their compliance service.