Learn how to define, document, and package your firm's services
Defining, documenting, and packaging your firm’s compliance and advisory service offerings is an important step for any practice – especially those who are on the road to advisory. Taking this step will help to provide clarity, ensure consistency, and eliminate scope creep with your services.
- Take a structured approach to understanding client needs
- Effectively define your services
- Efficiently document your service procedures
- Package and price your compliance and advisory services
- Develop a go-to-market strategy for your services
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