Clients with complex financial circumstances want someone who can deliver across all their needs. Explore solutions that can grow your accounting practice by putting you in a position to provide everything.
Your clients need assistance across their accounting, financial planning, finance, property and legal needs. Is offering all these solutions in-house the only way to achieve the best outcomes, or are there better alternatives to consider?
In this video, Wayne is joined by Sharon McClafferty from Slipstream Coaching to explore the options that are available to your firm. Sharon explains how to determine the best pathway for your firm and your clients, and to then coordinate all professionals involved to achieve outstanding client service and outcomes.
The optimal business structures you can consider
How your clients will benefit
Typical pitfalls and how you can overcome them