Becoming a ‘trusted advisor.’
By Sandi Leyva
Here’s a question: What portion of your revenues are derived from compliance work – e.g., tax preparation and IRS representation; bookkeeping; QuickBooks setup, cleanup and training; payroll; and audit work – versus value-added work, e.g., revenue improvement, business consulting, profit margin analysis and workflow improvement projects?
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If you answered 100 percent compliance work and no value-added services, you’re not alone. There’s a lot of lip service about moving from compliance services to becoming a “trusted advisor.” There’s an equal amount of confusion in how to get started.
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