Advisory

Try thinking about what changes you would like to make to your business or your regular routine, and use the concepts presented here to move forward.

Tax compliance may seem far from advisory services, but it’s an amazing place to start. Your clients know, like, and trust you, and most want more from you. This starts with increasing your capacity so you have time to take on this work.

For tax professionals, “advisory services” is a term that can be both vague and intimidating. However, it’s highly likely that you’re already providing these services without even realizing it.

Here are three tips to help you understand, adopt, and grow your advisory services, and change your client relationships from transactional to transformational.

Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review PlanGuru, an intelligent financial analytics and forecasting system that helps businesses and nonprofits make better decisions.

Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review WeIntegrate, which provides small businesses with automated integration of Shopify and QuickBooks Online near real-time, saving time and increasing accuracy.

Many insurers are demanding more from firms in terms of cyber resilience, so firms should expect rigorous questioning about their cybersecurity protocol when they seek coverage.

Based in Chicago, Topel Forman is a full-service, 120-person public accounting firm whose services include tax, audit and advisory.