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Boost Your Accounting Firm’s Revenues with Advisory Services

Type: Webinar with NA CPE

30 October 2024 2:00 pm ET
30 October 2024 3:00 pm ET

2:00 pm – 3:00 pm EST

1 hrs CPE/CPD in Business Management & Organization

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. 

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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.

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.