Should I Add Advisory Services To My Practice?

Are you looking to move your accounting firm beyond compliance work and drive more value for clients? In this episode of The CFO Project podcast, host Adam Lean discusses strategies for successfully adding advisory services alongside tax and bookkeeping offerings.

Adam is joined by Tim Woodward of Blend Health, who recently made the leap into providing advisory services after joining The CFO Project. Tim shares his first-hand experience on leveraging The CFO Project's systems and visual presentations to quickly win an advisory client engagement within just 9 days. You'll hear tips on convincing prospects of the benefits, upselling existing clients, and finding the right tools like The CFO Project to streamline your processes. Whether you're just getting started or want to take your advisory to the next level, this episode provides a roadmap for accountants to become trusted advisors through Adam's proven approach.


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