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[WEBINAR] Three Easy Steps to Move Forward with Advisory

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Categories: Webinars & Events

Join us on Tuesday, October 22nd at 1pm CST to learn how to smoothly transition into advisory services at your firm.

Recent trends in the accounting world have made it apparent that moving towards providing advisory services is the way of the future. But we understand that making the first steps can be challenging. In this webinar, Peter M Vessenes, CEO and Founder of ProfitSee, will discuss three things you can start doing TODAY to move forward with your advisory journey.

  1. Evaluate your current processes to maximize efficiency and talent
  2. Decide which services you’re interested in providing; with so many definitions of “advisory” it’s important to have a clear path
  3. Determine your value pricing through working with a beta client

Register for the webinar here!

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