When it comes to providing the best possible service to your clients, you don’t need to be the biggest firm on the block. Small to medium-sized accounting firms have a solid understanding of their client's financial strengths, weaknesses, and objectives. This provides a unique opportunity for them to help their clients achieve their business goals by making sound day-to-day business decisions.
In this webinar, our very own Kelsie Colville talks to Todd Muise (Principal & Chief Operations Officer) and Steve Huson (Manager & Project Accountant) from The Bookkeeping Bureau Ltd to find out how they helped their clients grow by successfully embedding advisory services in their firm.
- The overarching strategies and advisory approach they followed and how that helped their clients in the process.
- How they managed to successfully monetize their advisory services.
- How Spotlight Reporting helped them to save time, and increase their team efficiencies and consistency in their accounting firm.