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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