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The directional shift from an emphasis on compliance to advisory was already well underway – then the economic impacts of COVID-19 hit. This has merely accelerated the importance and appetite for advisory services from tax and accounting firms. As your business clients enter a greater unknown, they are approaching you with forward-looking questions. But are you prepared to help them? Is your firm armed with the knowledge and tools to effectively shift your focus to advisory offerings? During this brand-new virtual session presented in partnership with Thomson Reuters, you will learn the three key principles that have allowed advisory-centric firms to proactively lead clients to reach their goals on the other side of challenge.
Join Will Hill, Product Manager, Tax Professionals Advisory at Thomson Reuters and Paul Miller, President and Founder of Business by Design for this informative webcast. As each principle is covered, you will hear from an advisory-centric firm and how they’ve applied these principles in their business. At the conclusion of this session, your firm will be ready to step confidently into an advisory-centric position for your clients – who need it now, more than ever.