Format: Audio MP3 Download
Presenter: Donny Shimamoto, CPA.CITP, CGMA
Adding advisory services to your firm does not mean that you have to abandon some of the more traditional services like bookkeeping, tax, and audit. In fact, ?add-on? advisory services can actually help enhance your relationship with current clients for traditional services and increase their engagement with you. ?Take the natural next step to adding benchmarking or private risk assessment services to auditing, tax planning and benchmarking to your tax practice, and so on. Attend this session to learn how to layer advisory services onto your existing compliance services, deepen your relationship with existing clients, and attract new clients.