How to Start Offering Advisory Services in Your Accounting Firm

The mini-course is currently in pre-sell. The release date is on or before 7/31/24. The course is session 3 of the How to Start Offering Advisory Services in Your Accounting Firm Cohort. See below for details. 

A step-by-step guide on how to offer advisory services to clients in your accounting firm.

We offer a 💯money back guarantee if you do not find value in the course.

Click the "I want this!" button so you don't miss out when we release it!

The mini-course will include the following:

• How to provide fractional controllership
• How to start offering advisory
• Overview of my client-facing tech stack and how I use the tools
• How to start forecasting
• Template used by my team for month-end process
• Template for simple advisory agenda
• Power of One calculator
• Example reports
• Discounts for some of the client-facing tools