The roadmap for delivering business advisory services


It's no secret that accounting has evolved beyond compliance and tax to complete business advisory. Today, your clients are looking to you for guidance in every aspect of their business. 

Capitalize on this evolution by rethinking your firm strategy and looking at the business advisory services that you are providing. In this video, Wayne Schmidt is joined by an all-star panel of Carla Caldwell (Caldwell Training & Consulting), Bruce Phillips (HPC CPA) and Tim Munro (Change Accountants) to find out the steps you should be taking to complete your transition to an all-encompassing advisory firm.

You'll learn:

  • What services to consider

  • To specialize or not?

  • Common risks and how to avoid them

  • The skills you need on your team

To learn how progressive accountants set the strategy of their firms, enroll in Karbon Academy.