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Accounting advisory success made easy: Get into the advisory driver's seat

Lynda Steffens
Founder, The Small Business Project

Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

GrowthYour Services
 

Setting yourself up for advisory success is easier than you think.

56% of accounting firms say that while they offer some advisory services, they could be doing much more advisory work.

So what’s stopping them?

In this video, Lynda Steffens, FCPA uncovers the biggest reasons why accounting firm leaders struggle to get started with and leverage advisory, and how you can be empowered to set yourself up for advisory success.

You’ll learn:

  • The two questions you need to get started with advisory today

  • The Advisory Paradox

  • The three mindset shifts needed for successful advisory work

  • How to have effective advisory conversations with clients

  • The soft skills you need for successful ongoing advisory

  • Why technology provides the perfect reason to start advisory work with clients

  • What you think advisory is isn’t really what clients want from you

Lynda has been studying the accountant’s psyche for over 15 years, with the intention of bringing out the best in herself and the accountants in her network.

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Lynda Steffens
Founder, The Small Business Project

Lynda Steffens is an accountant, author and introvert—three things she is very loud and proud about. Founder of The Small Business Project, author of Accounting Revolution, and with 30+ years of industry experience, Lynda is transforming the way accountants connect with clients. She developed her advisory training as a result of seeing her peers overwhelmed, undervalued, and simply burned out. The Small Business Project supports accountants in building the confidence and capabilities they need to lead successful advisory first practices.

Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.