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Key Steps to Building an Advisory Practice

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Before starting this self study program, please go through the instructional document.


  • What are advisory services
    2 mins
  • New way of working
    6 mins
  • What is your value
    13 mins
  • Who is your ideal client
    19 mins
  • Relationship based
    30 mins

Course Description

Many firms are already turning to automation to free up time to replace the squeeze on traditional fee earning potential with value-added services. They are looking for marginal gains across the whole lifecycle of their service portfolio. 

One of the research has shown that firms focusing on delivering high-value advisory services to their clients, can anticipate growth in the region of 10 to 20% annually. 

But how does one move their practice from a predominately compliance-based practice to finding time and pricing advisory services?

With all growth initiatives, the path from concept to implementation is never straightforward. It requires a change in mindset where firms are no longer selling minutes in a day, but an outcome and forecasts based on decisions. 

It’s important to develop and refine a clear roadmap and business strategy to take to your partners, team, and clients.

If you are ready to learn what is holding you back from transitioning from compliance work into advisory services, this CPE webinar is for you. 

Before we can look at how to make the move to advisory, we need to first ask two other questions.

‘What is advisory service, and why do we need it?’

In our modern world, with the rise of cloud technology and artificial intelligence, we are seeing compliance work become more and more automated. Compliance work can be done at the touch of a button, so we need to start changing our services away from simply adding up numbers and towards interpreting numbers. We need to move to advisory services.

This CPE course will explore the #1 reasons that accountants fail when trying to build a practice on advisory services and will list the 3 key steps to build a successful, long-term advisory practice.

Learning Objectives

  • To define advisory services.
  • To state the #1 reason advisory services fail.
  • To list the 3 key building blocks of an advisory practice.
  • To demonstrate the importance of client relationships.
  • To list the 3 key considerations for shifting to advisory services.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Certified Management Accountant
  • Certified Public Accountant
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA





Really good overview of advisory with great takeaways for pivoting to enhancing advisory offerings.