Industry

Advisory Guide for Accountants & Bookkeepers

Letโ€™s take a moment to be honest about โ€˜advisoryโ€™.

Itโ€™s a phrase born of those in the tech space who needed to put a name on the end-goal of freeing up your time. In reality, accountants & bookkeepers would rarely say โ€˜advisoryโ€™ to clients.

Thatโ€™s because advisory is helping clients achieve their business and personal goals within a set amount of time. Something youโ€™ve been doing for a long time already. That practice just has a buzzword now.

Download this guide to get a good understanding of how you can leverage the advice you already give to clients into an official revenue stream for your firm.

Itโ€™s written with insights from Katie Hoare and Paul Lodder โ€“ who have 34 years of accounting experience between them. Katie is now Head of Practice Solutions at Dext, and Paul is a Product Domain Expert. Between their roles, they help new and existing Dext partners to get the most from our products and build more productive, powerful and profitable firms.