Simply reviewing historical data is not enough. There is only one place to start for your clients who are serious about making better and more profitable decisions: a regular budgeting,
planguru
forecasting, and performance review process. It will drive more insightful discussions, provide your clients more value, all while you become a more trusted advisor.
In this FREE educational webinar, we’ll cover the:
- Huge opportunity for Accountants & Bookkeepers to drive profitable, incremental revenue into their practice
- Best practices of how other Advisors are delivering these services
- Help you clearly articulate to your client why these exercises are essential for better decision making
- Ways to market these services to both your current clients and new prospects
Also, included is a follow up 1-on-1 training session, where we'll help you implement a budgeting and forecasting process for one of your clients.
Join us on January 24 at 2:00 p.m. EST. Click here to register for the PlanGuru web seminar.