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3 Steps Your Firm Can Take Today to Develop an Advisory Service Business Model

3 STEPS YOUR FIRM CAN TAKE TODAY TO DEVELOP AN ADVISORY SERVICE BUSINESS MODEL

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 29, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As the economic uncertainty created by the pandemic continues, firms find themselves struggling to find ways to stay relevant and attract new clients. Firms that build or grow their advisory practice by focusing on the value-add services critical to their clients will see greater long-term business success. According to a recent survey given to accounting professionals conducted by Spotlight Reporting, a key takeaway was the continual need for advisory services. Nearly 80% of respondents indicated that they plan on offering or expanding advisory services in the future. This data proves that building or enhancing your firm’s advisory services should be a priority. But how do you build and achieve a successful advisory service business model?

Join us as Lisa Erickson is joined by Wolters Kluwer customer Ernie Villany, President and Primary CPA at Boulder Valley CPAs. Ernie will share his insights, experiences, and best practices for developing an advisory service business model. 

Learning Objectives:


  • Define and build your service packages—including how to determine pricing for those services 

  • Identify how to communicate your new business model to clients 

  • Recognize how to transition old clients to the new business model 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Lisa Erickson, CPA, is the Product Line Manager at Wolters Kluwer responsible for driving product strategy, development, innovation, sales, and retention of firm management solutions for Tax and Accounting Professionals. She has over 20 years of experience of delivering innovative tax and accounting software solutions around the globe. 

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Ernest has over twenty years of experience immersed in various areas of financial responsibility, demonstrating a consistent record of excellence and professionalism. He is instrumental in reducing waste created by manual systems and implementing electronic alternatives. Ernest has contributed to operational goals and personnel relations. His strengths include organizational relationships, financial analysis, budgeting, cash management, IT solutions, and internal and external reporting.

About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.