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Advisory Acceleration: Drive New Business for Your Firm

ADVISORY ACCELERATION: DRIVE NEW BUSINESS FOR YOUR FIRM

Cost Free
Presentation Length 2.0 hours

Recorded DateAugust 25, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Your firm is somewhere on your journey with advisory services as a part of your client relationships. But this is not a one-stop journey. Advisory is a catalyst for business innovation, reinvention, and growth. The extraordinary pace of change means businesses need to be nimbler and more agile than ever. Acting quickly in response to new opportunities and disruptions, unencumbered by legacy constraints, is essential. 

Now is the time. During this two-hour session, we will dig through the critical elements to making this progression a profitable experience for your firm. 

Learn from two premier firms who have made the evolution and have helped our firms prosper. At the end of this session, your firm will be able to identify the next steps towards more profitable advisory relationships and practice.

Learning Objectives:


  • Identify how advisory services can evolve your firm

  • Give examples of how certain firms have been successful and prosperous with advisory services

  • Identify next steps to help your firm be more profitable and excel in advisory relationships

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Will has been with Thomson Reuters since 2001 and is currently a product manager in the Tax Professionals segment of Thomson Reuters. In his role, he focuses on helping firms make the transition to being advisory-focused through the development and growth of Practice Forward. He’s also responsible for the development of the AuditWatch and TaxWatch services.

Will’s varied background includes working with firms of all sizes and specialties and provides a solid foundation for business process-oriented training and consulting. In 2006, Will was recognized as the CSM Implementation Specialist of the Year. He was also part of the CPA Practice Advisor 40 under 40 list in 2015 and 20 under 40 in 2018.

In his time at Thomson Reuters, Will has developed many different educational classes and consulting offerings, including the Practice Forward service offering. Will is also a periodic blog contributor on our website. He holds an MBA with a concentration in Leadership Studies from Baker College and a BA, majoring in both Business Administration and Economics, from Alma College.
 

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For almost 20 years, Paul Miller has been building his firm with a focus on meeting client needs beyond compliance work, and with a business consultancy mindset.

When he became self-employed in 1993, Paul found resources for tax planning, business structure/entity optimization, and overall business coaching difficult to find. After founding Business by Design in Edina, MN, his goal was to help other entrepreneurs and small businesses be more tax-efficient and make smarter business decisions, in addition to providing traditional accounting firm services.

Today, Paul has developed a firm that provides high-margin business coaching, tax planning, and asset protection services for small businesses, employing many of the same tax planning strategies that larger firms offer. This creates a trusted advisor relationship with his clients, builds multiple income streams for his firm, and establishes the firm’s unique value proposition. Whether it’s tax savings, business transition guidance, or equity-building strategies, clients see the value Business by Design delivers — thereby virtually eliminating the client-fee pressure situations many accounting firms find themselves in today.

The firm employs a unique “team” approach that pairs Paul’s own entrepreneurial expertise with a highly trained and diverse staff that includes accountants, CPAs, enrolled agents, paralegal, and administrative staff to provide high-level, results-oriented services to their clients. Paul’s focus on the progressive use of technology to drive firm efficiency and better serve clients, coupled with his consultative approach to helping business clients, has positioned Business by Design as a firm of the future.

Julie Smith

Harper & Co.
Practice Manager

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Julie currently services as Practice Manager at Harper & Co. Julie has 10 years of experience in leadership. She has served both small businesses and corporations in leadership positions. Julie loves a good challenge and competing in any realm. She is committed to providing an environment to be comfortable, confident, and knowledgeable about your decisions empowering you to achieve success.

About Our Presenter

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Thomson Reuters (TSX/NYSE: TRI) (“TR”) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world-leading provider of trusted journalism and news. For more information, visit tr.com.