Advisory Services

The Path to Advisory: Now available for download

Written by Intuit Accountants Team
Modified Aug 22, 2023
1 min read

The Intuit® Tax Council has put together a comprehensive guide for firms that want to add advisory services to their practice or improve the services they already offer. Here’s a visual narrative explaining the Path to Advisory.

“The Path to Advisory” is a comprehensive guide to to help tax firms lead with planning and advisory services, and is available for download. Here’s an Executive Summary.

In this guide, you’ll find guidance with examples and checklists on:

Crafting a vision for your firm
Identifying your niche and unique selling points
Planning your advisory workflow
Developing your team
Winning clients with content marketing
Planning your project timeline

Many other topics are also covered, and all of the content is presented in a reader-friendly, practical format for you to use in your firm and share with your team.

Download “The Path to Advisory” today or click on the image above.

The Intuit® Accountants team provides ProConnect™ Tax, Lacerte® Tax, ProSeries® Tax, and add-on software and services to enable workflow for its customers. Visit us at https://proconnect.intuit.com, or follow us on Twitter @IntuitAccts. More from Intuit Accountants Team