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COMPLETE GUIDE TO MOVING INTO ADVISORY SERVICES

From April 28, 2020 13:30 until April 28, 2020 16:30

TIMING

Registration Course starts CoffeeCourse ends
13:00 13:30 15:00 16:30

COURSE FEE

 £110+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £61.67+VAT per place).

COURSE CODE

AP28B0

SPEAKER

Mark Lee

OBJECTIVES

There has never been more pressure to start providing advisory services to clients. But it's not always obvious what 'advisory' services means, where to start, how to get clients on board or how to win new clients for anything beyond compliance work. 

This course will enable you to become a more effective and attractive accountant. You will come away more confident in your ability to provide clients with advice which will generate more fees for your practice without turning you into a consultant, mentor or business coach.

WHO SHOULD ATTEND?

Sole practitioners, managers and partners responsible for growing the profitability of their practice.

TOPICS

At the end of this course you will:

  1. Appreciate why you will need to do things differently in the future
  2. Understand which of the 5 types of advisory services you can provide
  3. Be more confident in your ability to provide a wider range of services to your clients
  4. Be aware of a range of tech related facilities that will enable you to deliver valuable advice
  5. Know how other accountants like you have made the transition
  6. Know how to secure new business at a fair fee
  7. Be keen to provide advisory services to clients and to charge appropriately;

In short, you will become a more effective and attractive accountant able and confident in providing clients with advice on business finances and so much more than recurring compliance work.

VENUE

Mercure Maidstone, Great Danes Hotel

DISTRICT

South East

 

 

 


Find out about the SESCA Flexiticket

The more you buy the cheaper they get

The Flexiticket offers one of the best value for money CPD discount schemes. Tickets are totally transferable and may be used by any number of individuals from different organisations, allowing smaller groups and sole practitioners and members in business to club together. Tickets are valid for up to 13 months, as they expire 12 months from the last day of the month in which they are paid for.

 

Find out more

Flexiticket