How to supercharge your accountancy firm with business advisory services

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Advisory Live

After the success of the inaugural Digital Accountancy Week in 2020, the team behind the Digital Accountancy Show are back in 2021 with a series of one-day, virtual conferences to provide the latest insights and technology to the accounting profession.

Kicking things off first on Thursday 25th March is Advisory Live, sponsored by Satago, Capitalise, Wolters Kluwer and Fluidly - a one-day show to help accounting firms learn how to sell, deliver and scale advisory services.

During the day there will be two insight-packed streams of sessions, each featuring some of the UK’s most influential leaders in the accounting profession, as well as practitioners sharing their own real-world experiences of advisory services.

Director of the Digital Accountancy Show, Dan Cockerton said “Advisory has been a buzzword in the profession for many years, and yet only a handful of firms seem to be doing it in any meaningful way. That’s why we’ve organised Advisory Live, to give firms the knowledge, tools and first-hand experiences they need to learn all about offering advisory services that can transform the lives of their clients."

Some of the sessions and speakers confirmed so far, include:

How to become an effective business coach to your clients

- James Vincent, Managing Director at ActionCoach

Coaching is an essential skill to have when delivering advisory services to your clients. That’s why we’ve arranged for the Managing Director of global coaching franchise ActionCoach, James Vincent, to come and deliver a masterclass in becoming an effective coach to your clients. Expect to learn new skills and practical tips for improving your coaching skills.

How to supercharge your accountancy firm with business advisory services

- Sian Kelly, Founder, Inform Accounting - Katy Priestley, Deputy Head of Evolve, Duncan & Toplis - Kieran Phelan, Founder, Cloud 360 Accounting - Caroline Plumb OBE, Founder & CEO, Fluidly

Join us in this hands-on session to learn exactly how Sian Kelly, Katy Priestley & Kieran Phelan deliver advisory services in their firms. They’ll be lifting the lid to show you the exact process they follow as well as the specific tech they use to do this.

£0 to £1m turnover in 3 years with Advisory at the core

- Paul Surtees, Co-Founder, Capitalise - Alastair Barlow, Co-Founder & Chief Dreamer, Flinder

In this revealing session, Paul Surtees will tease out some of the secrets flinder founders, Alastair and Luke, applied in their strategy for growth. You will hear how they grew flinder from just an idea on a beach to a £1m, multiple-award winning brand, in less than 3 years.

How to uncover your clients most important KPIs and set them up for success

- Bernie Smith, Managing Director at Made to Measure KPIs

Which KPIs should you track? How do you know if you’re tracking enough, or too many? In this workshop, learn a simple, visual 7-step process for uncovering your clients most important KPIs. Bernie will be weaving in some practical examples from businesses he’s worked with, as well as guiding you through real-world implementation so that you can see it in action.

How to double your clients’ profits in 5 easy steps

- Aynsley Damery, Founder of Clarity

Even a small increase in profits can make a huge difference to the lives of your clients, but what about being able to double them? Join us in this practical session as the Founder of Clarity, Aynsley Damery, shares 5 simple-yet-effective steps for doubling your clients’ profits.

Book your place for Advisory Live below

Join other leading accountants and learn how to successfully implement advisory services in your firm and transform your clients’ businesses.

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