Self-paced
Advisory Part 1: Framing Advisory work
4.5 Hours | 4 CPE Credits
These three modules lay out how to best frame your advisory work: what advising is and how it differs from bookkeeping, consulting, and general accounting; how to ensure your advisory work is truly proactive and adds additional value your clients will want to pay for; and how to select a target audience and industry. You’ll leave this series ready to define your advisory services in a compelling, inspiring manner that will help you find and connect with the clients you want to work with.
MODULE 1: Defining Advisory
This module explains the different characteristics, work, and skills involved in bookkeeping, consulting services, and advisory services. You will learn how to create service packages to better scope your engagements and charge based on the value you provide your clients.
Learning Objectives:
MODULE 2: Reactive vs Proactive Accounting
This module explains the difference between reactive and proactive accounting and why the ability to combine both skill sets can set you apart and help boost your career. The module explains the many different roles proactive accounting can take and explains how to define your role clearly when working with a new client.
Learning Objectives:
MODULE 3: Target Audience and Industry Insights
In this module, you'll learn all about how to choose your specialty as an accounting professional. Specialties can take many forms, from industry to the types of problems you solve. Learn how to choose the specialty that best fits you, connect with your target audience, and create a compelling introduction via your unique positioning statement. We’ll end by covering how you can provide insights unique to your industry.
Learning Objectives:
Course Length: 4.5 hrs