Delivering high-value advisory services is a hot topic in the tax and accounting profession today. This isn’t surprising as customer needs are becoming more dynamic, and the regulatory environment is changing at a rapid pace. But most firms would say they already deliver advisory services to their clients in some capacity—so why is this different?    

Join us for this one-hour session featuring Will Hill, Product Manager—Tax Professionals Advisory at Thomson Reuters, and Paul Miller, President/Founder of Business by Design, to learn about the shifts your firm can make to put your advisory services at the center of your client relationships. You’ll get insightful guidance that will help you boost revenue and propel client success.

Learning Objectives:

• Identify how to shift your perspective and internal approach to an advisory services model


• Recognize how to center client relationships around your advisory services


• Demonstrate how to alter the value proposition of your advisory services for increased monetization