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Business Advisory Partner

The Business Advisory Partner Toolkit is your guide to establishing and preserving your status as Most Trusted Adviser (MTA) It has been designed to help partners and seniors in accountancy firms develop and hone Business Advisory services for clients. We believe that the profession now realises that Business Advisory services are now vital for its future, so that no matter where you are now, Business Advisory Partner can provide you with the knowledge and information you need to take your next steps towards the provision of structured and profitable advisory services.

Benefits of Becoming Most Trusted Adviser (MTA)

You no longer work for your client but work with them

You are a major influencer over your clients business decisions rather than just implementing decisions made

You are indispensable to the future siccess of your client business

10 Things You Need to Know About Business Advisory

This is an essential guide for any accountant interested in delivering profitable and structured Business Advisory services for their clients.

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WIN with Business Advisory

In order to survive and flourish in today’s highly competitive market firms must continually focus on the 3 Key Performance Factors for Top Line Growth in their Firm:

W

Win quality new clients

I

Increase client spend

N

Nurture client relationships

Let us help you discover how you can “WIN” with Business Advisory

Business Advisory Value Model

Audit, Accounting & Tax Compliance

Risk

Reward

Value Perception

Trust & Loyalty

Project Specific Consulting

Risk

Reward

Value Perception

Trust & Loyalty

Tax Planning

Risk

Reward

Value Perception

Trust & Loyalty

Advisory

Risk

Reward

Value Perception

Trust & Loyalty

Your Business Advisory Path

1

Interest

Explore

Recognise the need for advisory

Understand Business Advisory

Search for information

2

Awareness

Understand

Why Business Advisory is important?

What is Business Advisory?

How to get started?

3

Education

Learn

Seek a reliable information source

Join Business Advisory communities

Discover if Business Advisory is for you

4

Demand

Develop

Initial client conversations

Create interest and desire

Create advisory opportunities

5

Discovery

Start

Better understand your clients

Display proactivity

Generate revenue opportunities

6

Strategic

Grow

Facilitate annual strategic reviews

Develop recurring fees

Create client road maps and packages

7

Passion

Achieve

Facilitate performance planning

You are the strategic MTA

You are indispensable to your client’s future

On Business Advisory

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"Structured business advisory has enabled us to improve and grow our client’s businesses and personal wealth. It is a major factor in how we acquire new clients and differentiate ourselves."

Andrew Rhodes – Managing Partner

Sobell Rhodes, UK

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"Over the years, it has become obvious to me that advisory services are more and more going to be key to the future for CPAs. I see business advisory becoming a core service within our firm, as we expand our advisory services to clients."

Alan Thompson - Managing Partner

Thompson Scott Price Adams, USA

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"Our primary focus is on building value and trust into the relationships we forge with clients – because it’s really all about people. Business Advisory fits perfectly into this by providing a collaborative and transparent approach that clients definitely enjoy."

Anthony Casey - Business Development Partner

Noone Casey, Ireland

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"For the first time in many years I am feeling like a weight has been lifted from my shoulders. At last I am not by myself when it comes to making major business decisions. The Advisory process has given me a clear direction in which I need to move to regain control of my day and work on my business rather than working within."

Marc Thody - Managing Director

KJT Plastics Ltd, UK (Client)