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Advisory Demands the WHOLE OF CLIENT approach

Advisory Demands the WHOLE OF CLIENT approach

Planning for positive change and why people do what they do (or don’t) is fundamental to advisory services.   Your clients have both personal and business goals.  Over time you should assist the...

Advisory – Being Seen as Indispensable

Advisory – Being Seen as Indispensable

Being seen by a client as indispensable has at its core two factors: the client’s perception that you understand their most important things and that you are key to helping them achieve them and...

The Magic of a Whole Client Approach

The Magic of a Whole Client Approach

We all want a ‘whole’ client not a ‘partial client’. A whole client is one who is totally engaged with us as their accountants. Unfortunately, too often we accept half a client or a quarter of a...

What Do My Clients Really Want?

What Do My Clients Really Want?

Most of us believe we have the answers to our clients’ most pressing questions, but we often miss the mark on nailing what our clients really want. We think they want advice on how to: make more...

I Don’t Have the Time!

I Don’t Have the Time!

Are you ready for changes in the tax industry that could affect your revenue? Experts predict that under the previous tax law, about 70 percent of clients itemized their deductions. Under the new...

Get Off the Hamster Wheel

Get Off the Hamster Wheel

Do you struggle to find time for anything other than tax preparation work? Does it feel like there’s not enough time to get everything done? If you answered yes, then you’re not alone. Most...

Get the Support You Need

Get the Support You Need

Become an Industry Leader The Complete Advisory Solution trains you to become your client’s most trusted advisor. By giving you targeted resources like our Strategic Planning Toolkit, you’ll offer...

A Strategy That Works

A Strategy That Works

We offer innovative solutions to prepare your firm for the future. Oodles will help your business thrive using The Complete Advisory Solution. This easy-to-use system takes you through a targeted...

The Essential Guide

Schedule a demonstration of The Complete Advisory Solution and receive a free copy of our’ new book, Delivering Advisory Services: The Essential Guide by Richard Walters, with forward by Ed Souers, CPA.
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