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.

This best practice guide (brought to you by Aero Workflow, Hubdoc, and Practice Ignition) will help your firm:

• 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

Complete the form to download the guide!