Incorporate advisory: what's right for you?

Business advisory services provide growth potential beyond traditional accounting and tax preparation with both existing and new clients.

Expanding and building a sustainable advisory business requires both agility and careful planning. Maintaining skills, staying relevant, and marketing your success will further enhance your businesss reputation and profitability.

This module will give you the opportunity to explore what it means to build an advisory business and help you determine what offerings are right for you and your clients.

Key Topics

• Overview
• Advisory services: a deeper understanding
• Laying the foundations to build an advisory business
• Growing your advisory offering

This course consists of one online course and one online assessment.

This module is one of a series within the Service Offering component of the My Firm. My Future. Framework. It is designed to complement other learning modules in the My Firm. My Future. suite.