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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: August 12, 2023
3 Reviews (21 ratings)

Reviews

5
Anonymous Author
This course is excellent in defining an advisor and in explaining the billing for value concept. I will apply what I learnt in this course in my solo advisory practice.
4
Anonymous Author
well done lynn well done with this course.. its good for us bean counters to know sales
5
Anonymous Author
Great course, thank you so much. Good job. Very good questions. Great instruction.
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 .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Course Objectives0:49
  What are Advisory Services7:02
  Mindset9:34
  Clients7:32
  Aligned Services5:41
  Getting Started0:57
CONTINUOUS PLAY
  Key Steps to Building an Advisory Practice31:35
SUPPORTING MATERIAL
  Slides: Key Steps to Building an Advisory PracticePDF
  Key Steps to Building an Advisory Practice Glossary/ IndexPDF
  Workbook: Key Steps to Building an Advisory PracticePDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam