Advisory: you're already doing it!
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  Running Time: 9:42 Date: 01/05/2024 While many accountants are already providing advisory services, there should be a focus on how they are packaged, priced, and positioned, according to Lynda Steffens, founder of The Small Business Project. She says shifting to advisory does not require a complete overhaul but rather a different way of engaging with clients and exercising existing skills. A four-step advisory conversation process can guide accounting firms: invite, explore, gather, and deliver. Each step plays a crucial role in building client engagement and delivering customised services. Topics: Business Processes, Customer Service |
 Lynda Steffens, The Small Business Project |