The new Path to Advisory paper is a comprehensive, free online guide available through the Intuit ProConnect Tax Pro Center to help firms lead with planning and advisory services. Using the collective knowledge, experience, tools, and best practices from Intuit Tax Council Members - tax professionals who help lead and shape positive change in the profession to help empower professionals to drive prosperity for clients and firms - this guide offers clear, actionable steps for firms looking to add advisory services, or firms already in the process of switching.
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The Intuit® Tax Council has put together a comprehensive guide with examples and checklists called “The Path to Advisory” for firms that want to add or improve advisory services to their practice. Here’s a visual narrative.
You’ll find guidance on topics including:
Crafting a vision for your firm
Identifying your niche and unique selling points
Planning your advisory workflow
Developing your team
Winning clients with content marketing
Planning your project timeline
Download "The Path to Advisory" to use and share in your practice here or click on the image.
Sources & Disclosures
Some content and images adapted from Intuit / QuickBooks source materials, including support websites; QuickBooks Blog; Firm of the Future, & Intuit Accountants. Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.