The road to advisory starts here

Offering both compliance and advisory services has become incredibly important for modern bookkeeping practices.

However, adding advisory to your service offerings can be complicated – it’s important to nail down the basics first. But what exactly are the basics of advisory, and how do you implement them?

Download our Pre-Advisory Checklist (presented by Hubdoc and Fathom) to learn the steps your firm needs to take to offer advisory services. The free checklist includes:

• An overview of the journey from compliance to advisory
• Details about the processes required to offer advisory (such as an efficient month-end close)
• A list of tools that will set you up for advisory success