Archive for the Advisory Services for Accountants Category

The Ultimate List of Advisory Services for Accountants

When we think about the word “advisory,” we accountants might think of financial ratios. Advisory is so much more than that. It’s, in effect, everything we do for our clients that is not compliance work – work required due to government regulations and deadlines. Here is a

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Getting Started with Advisory Services

When you ask an employee or partner of one of the top accounting firms what advisory services are, you’ll get a list with at least some of these items on it: Personal Financial Planning Fraud Detection Technology Services IT Assurance Business Valuation Mergers and Acquisitions Litigation Support

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Compliance Season Is Over, Now It’s Time for Advisory Season

If you can’t stand the thought of looking at another tax return, you’re not alone. Each busy season seems to have its own set of complexities and tight deadlines. Now that it’s over, your clients still need your financial smarts – in the form of advisory services.

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How to Create and Sell Advisory Services

First let’s define advisory services by what they are not. They are not compliance services. Sales tax issues, bookkeeping, payroll, and tax preparation are all compliance services. Advisory services should leave the client better off in profits, efficiency, peace of mind, or time. Tax planning, cash flow

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The World Beyond Compliance

Here’s a question:  What portion of your revenues are derived from compliance work – e.g., tax preparation and IRS representation; bookkeeping; QuickBooks setup, clean-up, and training; payroll; and audit work – versus value-added work – e.g., revenue improvement, business consulting, profit margin analysis, and workflow improvement projects?

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Beyond Compliance Services

As compliance services become more commoditized and automated, accountants are faced with how this affects their practice and their bottom line.  They can: Serve a higher level client that requires greater complexity, making themselves fairly immune to these changes Serve a larger number of clients to offset

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