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


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.