CLIENT SERVICE OPPORTUNITIES

The A-B-C’s of Getting Started with Advisory Services

Don’t forget the basics.

By Sandi Leyva

The other day, I sat in on a session on advisory services delivered by a leading consultant to multi-partner CPA firms. But I have a little bit different approach for smaller firms. That’s today’s topic.

When you ask an employee or partner of one of the top accounting firms what advisory services are, you’ll get a list with at least some of these items on it:

  • Personal Financial Planning
  • Fraud Detection
  • Technology Services
  • IT Assurance
  • Business Valuation
  • Mergers and Acquisitions
  • Litigation Support

All of these are specialties within our industry where you can get additional training and certifications to demonstrate your expertise.

The problem with most of these advisory services is that they skip over the basics.