Financial Advisory and Consulting in 5 Easy Steps: How to be the Trusted Advisor for Your Clients

About this book

Accountants and bookkeepers have been told for years to include consulting and advisory services as part of their client offerings. Yet, no one has explicitly said HOW to do it. Financial Advisory and Consulting in Five Easy Steps gives you the HOW...when you implement what you discover in this book. Each chapter explains what to do. Help your clients grow their businesses profitably and build wealth. As part of this monthly process, they should become more successful and value your guidance. You become the trusted advisor. Keep an open mind as you go through this five-step process. It's probably different than what you've experienced in the past. Try it and succeed.

Details

Format

Paperback

ISBN-13

9780976080077

Publisher

Business Ventures Corporation Publishing Divi

Published

October 22, 2026

Pages

78

Weight

4.2 oz

Subject

Business & Economics