To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Home / Back to events
Boost Your Accounting Firm’s Revenues with Advisory
Type: Webinar with NA CPE
Starts
11 June 2025 2:30 pm ET
Ends
11 June 2025 3:30 pm ET
1:00 pm – 2:00 pm EST
1 hrs CPE/CPD in Firm Management
Program Level: Basic
Note: This webinar is hosted by the Center for Accounting Transformation. AGN is sponsoring spots for our members to attend. Register here and you will receive information on how to connect to the webinar directly from the C4AT.
Add to calendar
Maybe you’ve considered advisory services but are unsure how to shift from compliance services. Even if you realize the value of advisory services, you’re busy with day-to-day tasks. Lack of time prevents you from moving in this direction. We’ll share proven tips to lighten your workload. Imagine increasing your monthly client revenues by 50% with minimal extra effort. If that interests you, consider adding advisory services to your list of client services.
We will also cover current developments surrounding this topic, such as the updated version of the digital assets question on Form 1040, upcoming Form 1099-DAs, a series of chief counsel memorandums related to digital assets, Rev. Proc. 2024-28, and tax planning opportunities.
Learning Objectives:
• Define advisory services and learn how to structure them for clients – especially if you lack confidence
• Apply the #1 strategy to kickstart your advisory services
• List the five steps to becoming a valued advisor”
Speaker Bio
Loren Fogelman
Founder & CEO
Business Success Solution
| Loren Fogelman is a keynote speaker and one of America’s top ranked business coaches. She’s been steadily recognized by HubSpot in its annual list of the world’s top 22 business coaches. She delivers talks and workshops at major accounting conferences such as Accounting Today’s Firm Growth Forum and Accountex. Loren is an expert in pricing strategy and sales for accounting professionals. She coaches them to shift away from the “dollars-per-hour” pricing trap to a value-based pricing model. This allows her clients to reduce workload by as much as 50% while doubling revenues. She’s a regular contributor to Intuit’s Firm of the Future series, CPA Leadership Institute, CPA Academy and the author of two Amazon best seller books: The Winning Point: How to Master the Mindset of Champions and The Success Solution: Break Through Limiting Beliefs for Business Success. |