Services and products: your offers to clients

Businesses need to be dynamic in their service and product offering, to become less reliant on traditional accounting services, and focus more on providing advisory and specialist expertise to clients.

Accountants and advisers are expected to take a much more active interest and holistic role in managing and monitoring client affairs. As such, accounting businesses need to add more financial and business advisory services like business planning, coaching, and analytics, to remain relevant, sustainable and profitable.

This module will help you to consider the possible range of services you can offer your clients, and how to align them with client needs and business growth opportunities.

This module addresses both the needs of start-up businesses and those that are established.

Key Topics

• Defining the primary focus of your service offering
• Categorising your service offering
• Enhancing value with service packages
• Considering specialisation
• Developing your services and products strategy

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.