Help Your Clients Make Better Decisions

How to Create Advisory Services

Your clients value advisory services more than ever. What they need from their Accountant are the insights and strategies to help them make better and more informed business decisions.

In this guide, Darren provides a step by step process on HOW to create an additional service offering and implement it to your clients.

The guide walks you through who needs to be involved, the infrastructure required, and of course, issues you need to consider.

As your firm works through this guide you will be able to:

Step 1

Identify the key needs, priorities and critical problems your clients have.

Step 2

Identify which services you need to offer your clients to meet their needs, align with their priorities and address critical problems.

Step 3

Determine how your services solve the problems your clients have.

Step 4

Consider and decide how you will provide the services to your clients.

Step 5

How to price your advisory services.

Step 6

How to test the market for your service or offering.

Step 7

Mapping out and implementing the Marketing Plan.

Taken from Darren's 'So, you want to...' series of ebooks for owners of accounting firms who need a step by step guide to help solve a challenge in the firm. 

Meet Darren Xerri

Regional Partner USP Australia

Darren Xerri

Darren is the USP Regional Partner in Australia. Since 1996, Darren has worked with accounting professionals to help them operate their firms more profitably and efficiently.

Darren brings a wealth of business acumen and practice management experience to firms he consults with. He enables partners to focus on evolving the firm, freeing up discretionary time so they can concentrate on strengthening client advisory relationships and work closely with their clients.

In equal measure, Darren guides firms to look after their people and focuses on Business Development including the implementation of best practice, quality assurance solutions in operations, human resources management, policies & procedures, systems, additional services offerings and due diligence.

Darren is the creator behind 'The 3x8 Principle for Evolving an Accounting Firm', a workshop to help owners build an accounting practice with less reliance for the day to day practice management on them.

In his series 'So You Want To', Darren continues to support proactive firms by giving them the tools and guidance of not only what they need to do but more importantly, how they need to implement it.

More recently, Darren is delivering online consulting to firm owners through his 'Accountants Connection Webinar Series', which benefits firms by helping them to understand how their products and services form the advisory solution which improves the lives of their clients.

With a trusted reputation within the accounting profession, Darren leads in practice management and business growth and is considered the 'go-to' person to link his clients to like-minded professionals in Australia.

What's Included?

  • 1

    So You Want to...Implement Additional Services

    • So You Want to...Implement Additional Services

Start Implementing Today

...and create the additional services your clients need.

Buy now £9.99