At some point in virtually any accounting conference in the last five years you have heard “if you want your accounting firm to survive, you need to transition to business advisory services.”
It’s everywhere. It’s compelling stuff.
By now I’m willing to bet you understand the added value in advisory work, not just as a long-term strategy but also as a major profit center for your business.
Talk to any modern, growing accounting practice and you will hear the same story. Business owners with strong bookkeeping or accounting client-bases are earning more money with less time by making the switch to advisory services.
While this shift from compliance to advisory is promising for our industry, nearly every day our team at Malartu speaks with an accountant or bookkeeper who knows they should be offering advisory services but isn’t sure where to start.
Whether it’s pitching to clients, or pricing, or the service itself, the switch to advisory can seem overwhelming.
That's why I put together this course, and that's why we named it Transform.
Inside you will learn not just why advisory services are important to the longevity of your business but HOW to add them. From pitching, to pricing, to actually delivering value.
What do you get by enrolling in this course?
Transform teaches you a framework for adding value to your clients' business and adding margin to your services as quickly as possible.
Here's a taste of what you will learn:
The benefits of moving from compliance to advisory services
How to set your mission and goals within your own firm
How to pitch advisory services to existing clients
How to use data analytics to demonstrate value
How to price advisory services for value, not time
How to negotiate with clients
How to run a badass advisory meeting
How to build your brand as a trusted advisor
How to grow revenue from an existing portfolio of business
How to manage your pipeline
How to grow your pipeline
Managing growth in your firm
Hello! My name is Sean, I'm one of the founders here at Malartu and steward of all things product. I love helping our customers uncover new insights through our data platform. It's an incredibly rewarding experience watching new Malartu partners take hold of their accounts and start to unlock the full potential in what we've built here. I hope you enjoy these courses as much as I've enjoyed making them - I look forward to connecting on the comment boards and through our platform. Let's get building!