Business Advisory Workshop Stop Doing Random Acts of Consulting

Overview

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This course helps accounting professionals transition from reactive, one-off client solutions to structured, scalable business advisory services. Attendees will learn how to identify what clients truly want, how to position and price advisory work, and how to leverage their existing client relationships to create recurring revenue opportunities. The session also covers common implementation barriers — like lack of time — and how to overcome them using systems and client conversation frameworks. Participants will leave equipped to stop doing “random acts of consulting” and start delivering impactful, profitable advisory services.

Highlights

• What really is Business Advisory Services?
• Why is it so important for your clients and for you?
• What do business owners really want?
• How do I start the conversation with my client about Business Advisory Services

Designed For

Owners and senior leaders of small to mid-sized accounting firms who want to build structured, profitable Business Advisory Services beyond compliance work. Ideal for those seeking a repeatable model to offer high-impact client guidance without adding overwhelming complexity.

Objectives

By the end of this session, participants will be able to:

• Define the core elements of Business Advisory Services and distinguish them from traditional compliance-based offerings.
• Identify key opportunities for advisory services within their existing client base and calculate the potential impact on firm revenue.
• Apply a simple framework for initiating high-value advisory conversations with business clients.
• Evaluate strategies to overcome common implementation challenges, including time constraints and lack of formal process.