you have to stop somewhere.
by hitendra patil
client accounting services: the definitive success guide
q: what should be the scope of consulting/advisory services? how broad? how narrow?
more cas q&a: battling cas cost pushback | clients don’t understand cas, but they know value | how to differentiate cas | will my clients find cas expensive? | do i need to learn new skills to succeed in cas? | cas marketing is different. here’s how | cas: much more than bookkeeping
exclusively for pro members. log in here or 2022世界杯足球排名 today.
a: there are two distinct aspects to the scope of your firm’s consulting/advisory services.
- at the firm level: let’s say your firm has expertise in seven different types of advisory services. if you are focused on some niche(s), you might be able to sell five out of seven services to most of your consulting/advisory clients. this is because when you have clients from identical/similar industries/professions, you know the impact factors better. but if you are not focused on any niche(s), then the expertise you need to provide effective advisory services to clients in several industries can take a long time to acquire.
- for each client: the type of advice and the need/want for such advice can vary greatly, but in general, there would be at least three to five periodic, actionable advice pieces you’d want to deliver to each client. each of such advice should be aligned to the business decisions you, as a professional, would want to recommend to the client so that the client’s business experiences a positive impact from such advice.