How to Find and Sell to Advisory Clients in Your Accounting Firm

The course is session 1 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 find and sell to advisory clients in your accounting firm.

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The mini-course will include the following:

• Why do advisory
• What is advisory
• How to find advisory clients
• How to sell advisory clients
• One-page opportunity spotter example for team and referral sources
• Intake form questions template
• Pre-call email template
• Discovery call agenda
• Financial model example
• Assessment proposal templates

Available here.