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Advisory Services: Why is Everyone Telling Me to do This, When I Already Do It?

ADVISORY SERVICES: WHY IS EVERYONE TELLING ME TO DO THIS, WHEN I ALREADY DO IT?

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 27, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Delivering high-value advisory services is a hot topic in the tax and accounting profession today. This isn’t surprising as customer needs are becoming more dynamic and the regulatory environment is changing at a rapid pace. But most firms would say they already deliver advisory services to their clients in some capacity — so why is this different?    

Join us for this one-hour session featuring Will Hill, Product Manager — Tax Professionals Advisory at Thomson Reuters and Paul Miller, President/Founder Business by Design to learn about the shifts your firm can make to put your advisory services at the center your client relationships. You’ll get insightful guidance that will help you boost revenue and propel client success. Here are just a few topics we’ll cover:


  • Shifting your perspective and internal approach to an advisory services model

  • Centering your client relationships around your advisory services

  • Altering the value proposition of your advisory services for increased monetization

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Currently serving as Senior Product Manager – Tax Professionals Advisory at Thomson Reuters, Will has been with Thomson Reuters since 2001. Presently, he focuses on helping firms make the transition to being advisory focused through the development and growth of Practice Forward. His varied background with firms of all sizes and specialties provide a solid foundation for business process-oriented training and consulting. Will was named to the CPA Practice Advisor 40 under 40 list in 2015 and 20 under 40 in 2018.

Feedback on Will’s prior presentation with CPA Academy:

“This was probably the best webcast on CPA Academy I’ve ever taken. Really engaging presenters, topical, excellent job.”

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For almost 20 years, Paul Miller has been building his firm with a focus on meeting client needs beyond compliance work, and with a business consultancy mindset. When he became self-employed in 1993, Paul found resources for tax planning, business structure/entity optimization and overall business coaching difficult to find. After founding Business By Design in Edina, MN, his goal was to help other entrepreneurs and small businesses be more tax-efficient and make smarter business decisions, in addition to providing traditional accounting firm services. Today, Paul has developed a firm that provides high-margin business coaching, tax planning and asset protection services for small businesses, employing many of the same tax planning strategies that larger firms offer. This creates a trusted advisor relationship with his clients, builds multiple income streams for his firm and establishes the firm’s unique value proposition. Whether it’s tax savings, business transition guidance or equity building strategies, clients see the value Business by Design delivers—thereby virtually eliminating the client fee pressure situations many accounting firm find themselves in today. The firm employs a unique “team” approach with a highly trained, diverse staff, including accountants, CPAs, enrolled agents, para-legal and administrative staff, paired with Paul’s own entrepreneurial expertise to provide high-level, results-oriented services to clients. Paul’s focus on progressive use of technology to drive firm efficiency and better serve clients, coupled with his consultative approach to helping business clients, has positioned Business by Design as a firm of the future.

About Our Presenter

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Thomson Reuters® provides the profession’s most integrated, comprehensive tax and accounting software, research, training, and more. With proven brands like CS Professional Suite®, Onvio®, and Checkpoint®, you get the intelligence, technology, and human expertise you need no matter where you’re doing business. For more information, visit tax.tr.com.