Techniques for Understanding Your Clients' Advisory Needs

You want your accounting firm to offer more than just tax returns and financial statements. But, you find yourself stuck in the compliance rut.
This limitation caps your firm's growth potential and some clients may hire outside consultants because they didn’t realize you can help them.
Whether you're an accountant, tax preparer or bookkeeper, understanding client needs is the cornerstone of successful advisory services.
Here's what to expect:
✔️Learn how to identify your clients’ needs
✔️How to anticipate and address their top concerns
✔️Ways to include your team that enhances your advisory services
Tapping into your client needs will bridge the gap from compliance to advisory and strategically advance your firm.
Watch this episode to be the advisor your clients need - and your firm aspires to be.
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