If this past 18 months has taught us anything, it’s that nothing in business stays the same and that organisations need to find different ways of operating, sometimes overnight!
We all know that delivering business advisory services generates higher fees and profits for accounting firms. But advisory has been tricky to introduce or scale in the past. It requires senior members of the team (who are generally time starved) delivering bespoke solutions to clients, at a relatively high price point. Firms are overwhelmed and lack the structure and processes to deliver at scale. Some are concerned that the team don’t have the know-how or confidence. Client’s don’t get it or understand why the would want to pay for it.
Studies show that repeatable scalable advisory services generate a higher average fee per client (over compliance only or bespoke advisory). Technology is not the silver bullet, but incorporating Technology with People and Process is vital to be able to deliver repeatable scalable advisory.
In this fast-paced and interactive session, Aynsley will talk about:
how technology gives you the structure and processes to deliver advisory, saving time and empowering the team;
using technology to engage clients so that they finally get it and understand the value you can deliver; and
create profitable revenue (time effectively), that’s valuable for your clients at a price they can afford to pay.
Honest, no-holds barred, Aynsley will share stories from his multi award-winning accounting firm and from many of the firms he works with around the world. You’ll not only get great actionable insights to implement straight away, you’ll also find out what not to do. And you’ll leave with a plan of action to help your firm (and clients) thrive, now and in the future
Key Webinar Details:
Recorded 24th Nobember 2021
CPD Credit: 1 hour
Make sure that you input your CPA member ID as the attendee when booking.