Complete Guide To Moving Into Advisory Services - Live Online Course.**Date Change**

21st September 2021



Registration Course starts CoffeeCourse ends
09:00 09:30 11:00 12:30



***Please note the date of this course has changed from 16 September to 21 September. If you have already booked a place on this course you will be contacted shortly regarding the date change. We sincerely apologise for any inconvenience caused.***


Mark Lee


If accountants learned anything from the first lockdown in 2020 it was that clients appreciate regular contact and receiving relevant, timely advice. Whether or not you have maintained this level of service now is the time to take things to the next stage. There has never been more pressure to properly provide advisory services to clients. But it's not always obvious what 'advisory' services means, where to start, how to get paid and how to win new clients for anything beyond compliance work.


Sole practitioners, managers and partners responsible for growing the profitability of their practice.


At the end of this course you will:

  • Appreciate why you will need to do things differently in the future
  • Understand which of the 5 types of advisory services you can provide
  • Be more confident in your ability to provide a wider range of services to your clients
  • Be aware of a range of tech related facilities that will enable you to deliver valuable advice
  • Know how other accountants like you have made the transition
  • Know how to secure new business at a fair fee
  • Be keen to provide advisory services to clients and to charge appropriately

In short, you will become a more effective and attractive accountant able and confident in providing clients with advice on business finances and so much more than recurring compliance work.


This course will be available live online. You will be emailed the link to join two days before the course date.




 £110+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £58.80+VAT per place).

Course fee
with 25 place

£58.80 +VAT