While tax planning is often the first advisory service for firms, providing clients consistent business performance reviews is often the next advisory service to help them grow. Jim Buffington, CPA, guides you through the process.
Transitioning to an advisory accounting practice requires a deep dive into staffing and administrative duties; Cassidy Jakovickas, CPA, provides a practical approach to ensuring your firm’s needs are met.
Changing your firm’s service delivery to advisory accounting has more to do with your expertise than simply providing basic solutions. Find out how to make these changes in this article by Cassidy Jakovickas, CPA.
In this video, Patti Newcomer welcomes participants to the May 2020 virtual conference and gives her thoughts about how firms can use advisory services to transform their practices and the success of their clients.