The Key that Unlocks Client Advisory Services

Which of the five types will you deploy?

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An annual strategic review is key to a structured advisory services practice. The review provides an annual event where everyone’s attention is focused.

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The review can follow the annual financial report or precede when budgets are being put together. The annual strategic review articulates and confirms your strategic role. And make no mistake, the annual strategic review delivers a process to secure recurring fees and upon which to hang your advisory hat. The client receives a copy of the plan and then the fun starts when you support them in the implementation of their plans, one project at a time and one action at a time. Billable time.

Posted on May 3, 2022

Gary Bolinger

About the Author

Gary Bolinger, CAE, a longtime advocate for accountants as advisors, is vice president of client relations at Oodles LLC, a software company for CPA firms seeking to expand advisory services. He served as the CEO of the Indiana CPA Society from 1990 to 2018.

Bolinger began his career with the Indiana CPA Society in 1984 as the field activities director. He earned bachelor’s and master’s degrees at Indiana State University. From 1993-95, he served on the CPA Society Executives Association Board of Directors including positions as treasurer, secretary, and president. He has served on several AICPA committees and task forces including Information Technology, Strategic Planning, Peer Review Board, Uniform Accountancy Act Committee, and the Pre-certification Education Executive Committee.

Bolinger has been named one of the “Top 100 Most Influential” people in the accounting profession and Outstanding CPA Association Employee of the year.

He was named Association Executive of the Year by the Indiana Society of Association Executives and received the Indiana CPA Society Chairman's Award on two occasions. Since January 2018, Gary consults with associations on strategy and governance and has served as an AICPA G400 firm representative.

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