Our services

Advisory Audit

The Oodles  Advisory Audit is a review of your firm’s status related to advisory services with a focus on your current client base and services that you currently provide. The audit also looks at what advisory opportunities exist  to grow fees with selected clients.  The process will develop the firm’s understanding of what advisory services best suit those selected clients.

The “Whole of Client” approach will enable you to better understand clients wants and needs and how to satisfy those needs and wants.  The audit results in a detailed report related to your firm’s opportunities with current and future clients and which of those opportunities are the most important and urgent.    All of that allows you to put a solid plan together to grow advisory services and fees!

Contact us today to schedule your Advisory Audit.  


Firm Practice Energizer

The Firm Practice Energizer is a high-level perspective to guide your firm’s future success.   This facilitated session can be held with the firm managing partner or selected partners.  During this session, we will explore key issues and areas of opportunity and importance for future success.

During this session we will determine where you are now, what you want to achieve, key success drivers and, perhaps most importantly, your choices and options to grow your firm of the future.  The session will include agreement on your focus and next steps and also include discussions on how to get the most from people.

Contact us today to schedule your Firm Practice Energizer session. 

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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