Webinar Series Coaches Accountants On Building An Advisory Practice

Sageworks is producing a new, six-part webinar series for accountants, “Taking Accounting Services to the Next Level.” The free series, which launches on Sept. 20, will train accountants on exactly how to transition from a compliance-focused firm to a practice thriving on value-added advisory services.

“Across the accounting industry, it seems that everyone has been talking for quite a long time about the importance of becoming a trusted advisor,” noted Mary Ellen Biery, research specialist with Sageworks and author of Next-Level Accountants: Your guide to growing a firm of trusted advisors. “However, it’s not easy to figure out exactly how to take advantage of the trend and actually shift from a focus on tax and audit work to implementing and offering advisory services. That’s the challenge this webinar series seeks to address.”

The industry experts leading the webinar series include Joseph Tarasco and Nancy Damato, heads of Accountants Advisory Group, Kacee Johnson, founder of Blue Ocean Principles, Jason Blumer, chief innovation officer with Blumer & Associates, Katie Tolin, chief growth guide at CPA Growth Guides, Kirk McClaren, CEO of Foresight CFO Consulting and Tim McDaniel, principal and director of business valuations at Rea & Associates.