---
title: Pre-Advisory Checklist for Bookkeepers
description: Adding advisory to your service offerings can be complicated – it’s important to nail down the basics first. Download our free Pre-Advisory Checklist (presented by Hubdoc and Fathom) to learn the steps to take to offer advisory.
image: https://go.hubdoc.com/hubfs/BillPay%20Masthead-EmailMasthead.png
---

[Sign Up](https://app.hubdoc.com/signup)[Login](https://app.hubdoc.com/login)

[![](https://go.hubdoc.com/hs-fs/hubfs/hbdlogowhite.png?width=158&name=hbdlogowhite.png "hbdlogowhite.png")](http://hubdoc.com/)

![Pre-Advisory Checklist](https://go.hubdoc.com/hs-fs/hubfs/Pre-AdvisoryChecklist_Landing%20Page.png?width=8134&name=Pre-AdvisoryChecklist_Landing%20Page.png "Pre-Advisory Checklist")

### 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

 

### Get the checklist

![](https://dc.ads.linkedin.com/collect/?pid=285450&fmt=gif)