If you are ready to learn what is holding you back from transitioning from compliance work into advisory services, this is for you. This course explores the #1 reasons that accountants fail when trying to build a practice on advisory services. Secondary, this course lists the 3 key steps to build a successful, long-term advisory practice.
Course Key Concepts: Advisory, Consulting.
Learning Objectives
- Discover and define advisory services.
- Identify and state the #1 reason advisory services fail.
- Explore and list the 3 key building blocks of an advisory practice.
- Discover and demonstrate the importance of client relationships.
- Explore and list the 3 key considerations for shifting to advisory services.
Last updated/reviewed: March 18, 2024
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Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
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Ty HendricksonFounder, CPA