The CAS Cache/How to Start Offering Advisory Services in Your Accounting Firm
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  • $200

How to Start Offering Advisory Services in Your Accounting Firm

  • Course
  • 11 Lessons

A step-by-step guide on how to offer advisory services in your accounting firm.

The course will include the following:

  • How to provide fractional controllership

  • Overview of my client-facing tech stack and how I use the tools

  • How to start forecasting

  • Template used by my team for month-end process

  • Template for simple advisory agenda

  • Power of One calculator

  • Example client month-end reports

  • Discounts for some of the client-facing tools

We offer a 💯money back guarantee if you do not find value in the course.

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Contents

Introduction

Introduction to Offering CAS in Your Accounting Firm .mp4
Preview

Fractional Controllership

Offering Fractional Controllership in Advisory Services.mp4

Starting Simple with Advisory

Starting Simple with Advisory.mp4

Tech Stack

Tech Stack.mp4

Forecasting

Forecasting.mp4

Conclusion

Thank You for Purchasing My Course.mp4
One-on-One Coaching with Luke

Resources

How to Start Offering Advisory Services in Your Accounting Firm Course Slides.pdf
12.23 Monthly Performance Report with Forecast - Fathom.pdf
12.23 Monthly Performance Report for Coaching Client - Fathom.pdf
How to Start Offering Advisory Services in Your Accounting Firm Resources.xlsx