Smithink - helping accountants turn their practices into great businesses

Getting the right structure and process to deliver more advisory services in 2020.


Listen Later

To build an ongoing lucrative business advisory service in your firm, you need to address four key questions;
•Do I have the right structure in my firm and if not what do I need to do?
•What infrastructure changes do I need to make to ensure I have the right people and the right levels doing the right tasks?
•How do I build a client engagement system that really works? and
•What delivery models do I need to build when I have the clients signed proposal in hand?This session will address all these issues and we will start to build the Trusted Advisor model in your firm.
Presenter: Mark Holton, Smithink
...more
View all episodesView all episodes
Download on the App Store

Smithink - helping accountants turn their practices into great businessesBy David Smith + Mark Holton, Smithink


More shows like Smithink - helping accountants turn their practices into great businesses

View all
TaxVibe by The Tax Institute

TaxVibe

0 Listeners