Winning higher value advisory work. What does it take to step up?

from The Authentic Advisor · host Mindshop

George Virtue, former Managing Partner of Avail CPA, Southern Alberta's largest independently owned business advisory and accounting firm has spent 40 years providing business advisory services to clients. In this power-packed podcast he shares his key strategies for success with James Mason, Mindshop's Managing Director. George answers key questions: How did Avail add $40k of advisory work on top of $10k of compliance fees on some client engagements? How did Avail make the shift to advisory? How does Avail price their services? George suggests solutions to the perennial 'capacity' problem and reveals why he's scared going into client meetings! Listen in to hear how this firm has succeeded by becoming advisory-led.

What this episode covers

George Virtue, former Managing Partner of Avail CPA, Southern Alberta's largest independently owned business advisory and accounting firm has spent 40 years providing business advisory services to clients. In this power-packed podcast he shares his key strategies for success with James Mason, Mindshop's Managing Director. George answers key questions: How did Avail add $40k of advisory work on top of $10k of compliance fees on some client engagements? How did Avail make the shift to advisory? How does Avail price their services? George suggests solutions to the perennial 'capacity' problem and reveals why he's scared going into client meetings! Listen in to hear how this firm has succeeded by becoming advisory-led.