Embracing the Future: A Roadmap for Accountants Transitioning to Advisory

Content

In this transformative webinar, you'll discover how to seamlessly transition from compliance to advisory services, regardless of your firm's size or client base or whether you’re young and uncertain or feeling a bit long in the tooth for change.

We'll debunk the myths surrounding advisory, show you how to identify the perfect clients for these services, and demonstrate that you already possess the skills needed to succeed.

You'll learn about the seven levels of the advisory spectrum and how to introduce these services at your own pace, from simple to more complex offering and hear about some inspiring case studies. 

Duration

1 hour (1 CPD unit)

Speaker

Shane Lukas

Over the past 25 years, through his global coaching and training business, Shane and his team of experts have helped more than 4000 accountants globally to double, treble and even exponentially grow their revenue and profits and, to make their accounting business more fun and less time intensive. 

He is an International Coach, Trainer, an energising and inspiring keynote speaker and has authored many international best-selling books for business owners and accountants. 

Shane has seen too many business owners suffer, working silly hours and earning barely enough. They don’t get to live the life they want to including quality family time which impacts relationships. 

Shane was once in this position himself, it bothered him that he wasn’t able to spend the time he wanted with his wife and children. It felt like it was business OR family. 

Shane made eventually made the decision that he would make his business work for him instead of the other way around so he could have both business and family time and he did exactly that. 

As he can’t help every business out there achieve the same, Shane believes that accountants are best placed to help business owners improve the way they run their business. 

But, whilst many accountants would love to help in more ways, many are also stuck in the rat race, churning out accounts for barely profitable fees and often lack the time, knowledge and credibility to help clients.

Through his business AVN, Shane and his team inspires and teaches accountants around the world to run a better business first and foremost and then teaches those accountants how to help their clients run a better business so that everyone gets to win in business and life.