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Concurrent Session Onsite and Online

PRA2307. Getting Compensated for Your Work as a Trusted Advisor

Accountants played a critical role in helping businesses survive the Pandemic and secure a variety of aid packages, all while working long hours during a series of never ending tax seasons. It’s time that you were compensated as a trusted business advisor, but in order for that to happen, you will have to first define, price and package your advisory services. In this session, we will cover how to translate your hard-earned expertise into paid advisory services.

Learning Objectives:

  • Idenfity and quantify the value and expertise you bring to your business clients in the area of budgeting and forecasting
  • Determine the technology, people and skills you will need to introduce a paid advisory service
  • Calculate how to package and price different levels of advisory services to ensure you are being well compensated for the scope of work you take on
  • Use marketing and sell your advisory services to current clients and potential leads
CPE Credits
NASBA Field of Study
Business Management & Organization
3-4 years in the Profession
Advanced Preparation
Session Tags