The next phase of the accounting industry — where accountants become true advisers to their clients and not just data hoarders — is very much underway.
But it’s often difficult to know exactly where to start, and what changes to make to help that transition. Having made that change myself in recent years, with a practice of 150+ business clients and growing, here are some practical tips for any firms looking to fundamentally change the way they approach advice.
Let the technology do the heavy lifting
Continue reading “6 practical steps to introduce advisory services in your firm”