Advisory Guide for Accountants & Bookkeepers

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Let’s take a moment to be honest about ‘advisory’.

It’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 ‘advisory’ to clients.

That’s because advisory is helping clients achieve their business and personal goals within a set amount of time. Something you’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.

It’s written with insights from Katie Hoare and Paul Lodder – 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.