Articles

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
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...

I’m your client – Our Relationship is Important!
In order to effectively engage with clients, the following are key ingredients of the relationship: Trust Quality communication Ongoing valuable benefits to both persons and aiming for the classic...

Advisory Services: You Need Innovation and a Plan
Many, or most, practitioners and firms talk about increasing revenues generated through an advisory services practice. But so, few are actually making progress. There are a host of real and...

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?
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!
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
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
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
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
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