Lynda Steffens, founder of The Small Business Project, teaches accountants how advisory work is the key to falling in love with your practice.
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Webinar
Lynda Steffens, FCPA uncovers the biggest reasons why accounting firm leaders struggle to get started with and leverage advisory, and how you can set yourself up for advisory success.
Watch the Recording56% 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 session, 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.
This session is not to be missed. If you can’t join live, make sure you still register for it to receive the recording after.
Meet the Speakers
Lynda Steffens, founder of The Small Business Project, teaches accountants how advisory work is the key to falling in love with your practice.
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How to offer carbon neutrality as an advisory service (and why accounting firms are best-placed to do so).
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The second annual exploration of AI and its impact on the accounting profession. For the most recent analysis, download The State of AI in Accounting Report 2026.
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Set your accounting firm’s tech stack up for success by asking the right questions.
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We spoke with managers from high-performing accounting firms to find out the best interview questions to ask when hiring new candidates.
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