Selling advisory services with Josh Lance of Lance CPA Group

from Earmark Podcast | Earn Free Accounting CPE · host Blake Oliver, CPA

Our SponsorTo learn more about how Practice Ignition can help your firm eliminate accounts receivable and for 50% off your first three months, visit https://earmarkcpe.com/piOur GuestJosh Lance, CPA, CGMA on Linkedin: https://www.linkedin.com/in/joshualancecpa/

What this episode covers

Joshua Lance, CPA, CGMA, shares his best practices for selling advisory as part of your accounting firm's services. Learn how to extract the value of advisory services you're already providing on an ad hoc basis by formalizing the advisory relationship as part of a subscription offering. Discover the most common advisory services leading cloud firms are providing today, figure out how to scope and price advisory services, and much more.

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Selling advisory services with Josh Lance of Lance CPA Group

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This episode is 57 minutes long.

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This episode was published on November 22, 2021.

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