december2021 - 12

ADVER TORIAL
Drive your business with Intuit Accountants
The Path to Advisory guide.
Intuit's comprehensive guide will act as a roadmap to help you begin offering planning and advisory services
to your clients. Inside is a collection of knowledge and best practices from the Intuit Tax Council members who
have successfully mapped their route to advisory services. Their expertise will help pave the way for you to
navigate the transition to advisory services with clarity and confidence.
Defining the destination
Plan the roadmap
Well-defined mission, values, and purpose
statements (MVP) serve as beacons
to guide your practice and can have a
powerful impact. As you move towards
leading with advisory services, your
mission will help identify target clients
and communicate a high-level picture
of the services you strive to provide.
Next stop is defining your firm's values.
Values create the standard by which
you hold employees accountable
and filter decisions that guide the
business. Your values statement should
be short enough that you would
know it by heart even when flustered
under any circumstances. Onward.
Mapping your advisory workflow
is the key to recognizing gaps and
opportunities for automation and client
collaboration. Every firm will have different
details in its process, but the ultimate
goal is to standardize the process.
Tax expert Scott Sloan, CPA, says,
" ...standardizing workflow is the key for us
to be productive, so that we can serve our
clients well. " Inside The Path to Advisory
you can find effective tools to support
almost every stage in your workflow.
Of course, each firm will have
different processes within its workflow
and slightly different workflows
for each advisory offering, but the
process segments are universal.
Next step is to determine your
service model for billing your clients.
The Path to Advisory has detailed
breakouts to help you figure out
which business model best suits
your firm. Once this decision is made,
it's time to develop and train your
team to make sure everyone has the
same set of goals, values, and best
practices to apply in every situation.
Download The Path to Advisory today at https://bit.ly/PathToAdvisory
© 2021 Intuit Inc. All rights reserved.
Grow your practice
Now that you have your plan and team
in place, it's time to offer advisory
services. You just need to attract the
right clients. Content marketing is
a great way to engage your target
audience and highlight your unique
skills and offerings. You'll find that there
are many ways to share meaningful
content with your audience.
When you think about the types of
content to share, it's best to work from
the basis of your mission, values, and
purpose. Using these as a measure for
your content will ensure that your efforts
create the desired results. Inside the
guide, you'll find recommendations of the
best tools to extend your firm's reach and
map out a plan to grow your business.

https://www.bit.ly/PathToAdvisory

december2021

Table of Contents for the Digital Edition of december2021