60 Minute Advisory Audit

Thank you for your interest in our handbook “Essence of Advisory”. The profession widely acknowledges the need for advisory services growth in CPA firms.  Advisory services enhance the role of the CPA as a trusted advisor. Like most accountants, you probably have questions.


What does advisory really entail? How is advisory defined?

Am I ready? If so, how do I start?

How does it fit with services that I provide now?

I’m busy, so how do I find time to implement advisory services?

Can I do this in stages?


As one of the country’s leading experts on client advisory services we are offering you a facilitated “60 Minute Advisory Audit” at a 50% discount. This process will establish where you are now and what’s possible with advisory services in your firm. We will lead you through the simple, interactive process in an online meeting that only takes an hour.


After our session, you will receive a full copy of everything we covered.  This report will provide clarity on where you stand now with advisory services, what are your options and what’s possible for enhanced client service and additional revenues!


To secure your 60-Minute Advisory Audit at the discounted fee of $250.00 simply complete the form below.


We look forward to working with you to establish new value added services for your clients.

60-Minute Advisory Audit Request

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