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How to Scale High-Value Advisory Services in Your Accounting Firm

HOW TO SCALE HIGH-VALUE ADVISORY SERVICES IN YOUR ACCOUNTING FIRM

THIS WEBINAR IS FOR THOSE IN PUBLIC ACCOUNTING AND BOOKKEEPING
Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 29, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Do you know how to deliver maximum impact for your accounting firm clients? Are you set up to help your clients achieve their biggest goals through transformational advisory services? 

This webinar will explain why you should be offering these services as well as the core aspects and deliverables of advisory work. We’ll also share a simple process for delivering advisory services that are scalable even down to a junior accountant. Don’t miss out!

Learning Objectives:


  • Identify key apps for delivering advisory services

  • Recall a simple process for delivering advisory services that are scalable

  • Recognize how the GroupUP community helps accountants roll out advisory services through an online course and coaching
     

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Joe Montgomery III

GroupUP
Partner/CEO/President
[email protected]
346-348-2516

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Raised in a CPA family, and as a partner at Montgomery & Company, CPAs, Joe is well aware of the challenges that face today’s leaders; an evolving workforce, rapid changes in client expectation, major technology disruption, and the seeming elusive fight for work-life balance. Joe has spent hundreds of hours coaching small business clients and loves firm owners. While creating a self-sustaining local firm, he has made connections with hundreds of accounting firm leaders and coached many. Now, Joe is devoting all his time to helping modern firm leaders. 

About Our Presenter

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GroupUP is a group of modern accounting firms growing and getting better together. GroupUp helps accounting firm leaders get clarity and confidence through intentional group and one-on-one coaching, workshops, and events.