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How to Get Clients on Board with Advisory Services

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Content provided by Intuit Accountants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Intuit Accountants or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

How do you take a data-driven approach to your business while keeping your passion at the forefront? Amy Phillips, the powerhouse behind TriStar CPAs, has mastered the art of blending number crunching with relationship building. Join us as we explore her journey in the accounting industry and marvel at how she's revolutionized her practice by transitioning to an advisory model. No matter the size of your business or the complexity of your financials, Amy's insightful story presents a treasure trove of advice for both accounting professionals and business owners.

  continue reading

46 episoade

Artwork
iconDistribuie
 
Manage episode 390679664 series 3399354
Content provided by Intuit Accountants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Intuit Accountants or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

How do you take a data-driven approach to your business while keeping your passion at the forefront? Amy Phillips, the powerhouse behind TriStar CPAs, has mastered the art of blending number crunching with relationship building. Join us as we explore her journey in the accounting industry and marvel at how she's revolutionized her practice by transitioning to an advisory model. No matter the size of your business or the complexity of your financials, Amy's insightful story presents a treasure trove of advice for both accounting professionals and business owners.

  continue reading

46 episoade

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