three keywords to guide you.
by hitendra patil
client accounting services: the definitive success guide
“we want to offer outsourced cfo and advisory services.”
it has become an increasingly more common intent of accounting firms of all sizes. technology automation, artificial intelligence and more innovative solutions seem to make it even more logical for accountants to feel that the future is more about advisory services than ever before.
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if you have similar intentions and goals, please answer this question:
“what type of advice do you give to your clients, periodically and regularly?”
or turn it around and answer this question:
“what type of advice do your clients seek from you and when?”
if you could think of 5-10 different actionable insights you regularly deliver to your clients, congratulations! but if not, do not worry. it is not difficult to lay a strong foundation for your advisory services.
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