Are you a CPA firm / an accounting firm Owner, Managing Partner, Partner, or Leader? If yes, you must find answers to clients' questions, whether asked or not - if you want to get into/enhance your Client Accounting and Advisory Services (CAAS) offering. 

But before you get there, you must first find answers to questions internal to your firm/practice. For example: 

The Questions:

• What advice can I give to clients?

• What advice will clients find relevant and useful?

• How do I make clients understand and want the advice I can give?

• Are there technology solutions that can help me uncover good advice?

• How should I price my advisory services?

• My firm’s partners are already too busy, but they are the ones who have the experience, expertise, and competencies to advise clients. So, how can we overcome this bottleneck?

• Most of my clients are small businesses that are very price-sensitive. How can I sell higher-priced advisory services?

• What impacts can I deliver to my clients?

• Are there any proven ways to upgrade our firm from taxes, bookkeeping, and payroll to a real advisory firm?

• Are niche practices better suited to offer advisory services?

• Software solutions are becoming more intelligent. However, aren’t business owners able to self-serve their analytics, and hence, selling advisory is going to become more difficult?

• What can be a good ‘advisory services menu’ that will make it easier for clients to select from?

Enhance Your Advisory Services with the TRUE ADVISOR® Framework

The questions mentioned above represent the mechanics of finding value to deliver as advice. 

There is a clear pattern in any advice you can give to your clients. The underlying fundamentals of any successful advice revolve around four common and critical factors. These four foundations make up the TRUE ADVISOR® framework. 

What are these four fundamentals that define your advisory success? 

Introducing the TRUE ADVISOR® Framework to empower your advisory services! 

To accelerate your journey to become a more valuable and impactful TRUE ADVISOR® to your clients and attract more relevant advisory-fit prospects to your firm, you'd want to acquire the TRUE ADVISOR® knowhow.

Based on a customized-to-your-firm assessment of your services to discover true advisory opportunities, you can now obtain the TRUE ADVISOR® Badge to showcase your advisory competencies to the world. 

The TRUE ADVISOR® Badge is an online, verifiable badge that you can leverage on your website, social media profiles, marketing materials, emails to clients/prospects, at your office, on your name cards, and more. 

How to Become a TRUE ADVISOR® 

We provide assessment, training, consulting, and implementation guidance services to help you:

• Critically examine your current services to find valuable and sellable advisory opportunities

• Evaluate each advisory opportunity to ensure it passes our proprietary TRUE ADVISOR framework

• Create advisory service packages

• Price your advisory services packages for value and profitability

• Implement the TRUE ADVISOR framework at your firm

• Effectively explain and market your TRUE ADVISOR advantage to your clients and prospects

• Train your staff to become innately competent to identify advisory opportunities in the work they do

• Obtain the coveted TRUE ADVISOR® badge to showcase your advisory advantage and differentiate from your competitors

Click here to contact us to learn how you can obtain your official, online, verifiable TRUE ADVISOR® badge.