Join The Insightful Accountant for this free virtual event.

I will be part of a panel and hosting a session.

Future Forward Advisory Panel

• Sept 26, 2023 11:00 am EDT

Advisory Isn’t A Four-Letter Word: Part One, Marketing Your Services.

Actually, “advisory” is a four-letter word!

Advisory is an oft-used word used in the accounting industry, and there seems to be very little meaning behind it. It’s vague and too encompassing, which leads to confusion not just among accounting professionals but among our clients as well.

In this panel, we will noodle through how to replace the term “advisory” with relevant phrases and words that actually explain what we can do to help our clients grow and prosper. Phrases and words that we can use to market and sell our “advisory” services to achieve proper revenue for the work we do.

Advisory Isn’t A Four-Letter Word: Part Two, Defining And Delivering Your Services.

• Sept 27, 2023 2:00 pm EDT

In this session, we will discuss actional steps to defining what your “advisory” services can be, starting with simple to implement ones, how to phrase the services to achieve proper revenue, and how to deliver them in a scalable way.