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Free Webinar: Business Planning Strategies for Client Advisory Services
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Free Webinar: Business Planning Strategies for Client Advisory Services

When: 12/12/2013
2:00 - 3:00 PM EST
Where: Online Webinar
Contact: Eunice Leung

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Webinar Title

Business Planning Strategies for Client Advisory Services

Webinar Description

In the absence of a plan you cannot harness the collective efforts of your team and confusion and contradictions occur within your firm. Many firms today are investing is transforming their high volume, low value traditional accounting services, to low volume, high value Client Advisory Services. Whether you are in the midst of this transition or just starting out you need to document your plan to ensure everyone is on the same page and working toward the same goal. In this 1 hour webinar we are going to cover specific components of your Client Advisory Services business plan and actions to take. It is always hardest to fill the blank page, so we are going to get you started with:

Defining the Why: Why you are offering this service as a part of your firm’s mission.

Components of the Plan: Analysis of the current state, metrics to monitor, identifying resources

Strategies for Implementation: Managing the transition, selecting the tools, leveraging a community

Who Should Attend

CPA Firms


Samantha Mansfield, Sr. Marketing Manager, CPA2Biz

Ken McCall, Senior Consultant, Boomer Consulting, Inc.



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