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How Your Accounting Firm can Easily add Advisory Services (at no cost)

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Gateway Boardroom, Victory Offices

Level 18, 175 Eagle Street

Brisbane City, QLD 4000

Australia

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Event description
Increase fees and retain clients by offering professional business advisory services, without adding staff or expense.

About this Event

IMPORTANT NOTICE:

This seminar is an educational session to help Partners and Principals learn from findings on what business clients really want from their accountant, and how they can ethically integrate business advisory services into their client offering by creating a true partnership that will grow with their firm. This is not about the typical one-sided referral process.

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Why is this necessary?

The accounting profession is under pressure from many angles. The drive to expand beyond offering compliance and tax services is a real challenge for most firms, even those who have been around for many years.

And it's often the more established firms which have spent years building strong client relationships based on compliance work that find it most challenging.

The riskiest strategy for any accounting firm is to stand still. The business world, and client expectations, are rapidly evolving.

The challenges for accountants include:

  • Clients want someone by their side to help them understand their business looking forward. The business environment has become more unpredictable and business owners want help to understand what they need to do.
  • Younger business owners (especially those under 40) expect to be able to access strategic business advice, rather than have just a retrospective compliance-based relationship. In fact 50% insist on it.
  • Accountants are experts at financial analysis and regulatory requirements, not business operations. It's understandable most accountants find the transition to business advisor extremely difficult and stressful, if it happens at all.
  • It takes years (if you’re lucky) to organically acquire the professional experience needed to understand the inner workings of various industry sectors. Do you have the time to wait?

Meanwhile clients are looking at the latest Bright Shiny Objects being presented to them by software vendors, bookkeepers, other new-style accountants, DIY solutions and apps.

This one-hour seminar will explain how you can:

  • Create an ethical partnership that really works, and the critical success factors to make it succeed.
  • Protect your clients from being poached, by offering them deeper advisory services before someone else does.
  • Enhance your client relationship.
  • Increase fees via expanded advisory-related services.
  • Be fully aware of what your clients are doing in their business, making it easier to engage with them on important matters.
  • Benefit from offering comprehensive advisory services that your clients will value, without you incurring the cost.

Who:

This presentation is exclusively for Principals, Partners and Practice Managers of accounting firms who are looking to move their firm forward.

Why:

We are committed to helping business owners achieve their goals, and we love creating ethical partnerships (not referrals) with like-minded professionals to make that happen.

Presenter:

Stuart Ayling, Director, Vectis

https://www.linkedin.com/in/sayling/

https://vectisadvisors.com.au/

Registration and coffee from 10.15am

Seminar starts at 10.30am

Notes:

  • This is an information session, you will not be asked to buy anything.
  • This is not about software or apps.
  • This seminar may qualify as one CPD hour as it "increases your knowledge, skills and ability to do your job" as stipulated by CPA Australia and CA ANZ.
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Date and Time

Location

Gateway Boardroom, Victory Offices

Level 18, 175 Eagle Street

Brisbane City, QLD 4000

Australia

View Map

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