Unlock the potential of advisory

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Running Time: 10:50

Date: 01/09/2024

A lot of business owners are in business to grow and achieve success. However, many don't know how to do that. Accounting firms have the perfect opportunity to guide their business clients to find that success.

Brad Turville suggests accountants shift their focus of discussions from compliance tasks to strategic business goals. Firms can improve their advisory services by elevating existing meetings, such as onboarding and annual reviews, to focus more on client goals, challenges, and growth strategies.

Brad Turville, Turville Advisory