Key Steps to Building an Advisory Practice (Free)


If you are ready to learn what is holding you back from transitioning from compliance work into advisory services, this is for you. This course will explore the #1 reasons that accountants fail when trying to build a practice on advisory services.   Secondary, this course will list the 3 key steps to build a successful, long-term advisory practice.


*This course qualifies for 1 Business Management & Organization CPE credit.


See the description below for additional information on this course.





Learning Objectives:

  • Define advisory services
  • State the #1 reason advisory services fail
  • List the 3 key building blocks of an advisory practice
  • Demonstrate the importance of client relationships
  • List the 3 key considerations for shifting to advisory services



Learn more here: Key Steps to Building an Advisory Practice