Tips for launching advisory services

Tips for launching advisory services logo

There are several ways to get started in offering CAS to clients, but this article has outlined 6 effective actions to help with this shift.

  1. Set your intentions
  2. Create a written business plan
  3. Decide on a pricing strategy
  4. Have a look at all your current clients
  5. Commit to providing advisory services for five prospective clients
  6. Figure out the tech stack that will work best for you

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Relevance to Auditors, Independent Reviewers & Accountants:

  • You should constantly strive to widen the impact of your practice and the range of services that you provide to your clients.
  • As a practitioner, you also need be aware of interesting articles that can assist you in growing your practice.

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