Tips For Your First Advisory Style Meeting
12/11/19 • 20 min
"Advisory" is the cool buzz word going around the accounting industry right now, but not many people actually explain what those services are or how to deliver them. In this episode, I do a deep dive into what the first advisory style meeting can look like. What should you be doing? What questions do you ask? Do you give advice right there on the spot?
"Advisory" is the cool buzz word going around the accounting industry right now, but not many people actually explain what those services are or how to deliver them. In this episode, I do a deep dive into what the first advisory style meeting can look like. What should you be doing? What questions do you ask? Do you give advice right there on the spot?
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