Developing Standard Advisory Services

Scenario 1: A clients asks for help with a business problem that doesn’t quite fit with our ordinary tax and A&A service offerings and you say, "of course, we can help you with that." Then you head back to the office to figure out your next steps. Scenario 2: Your firm has a couple of really good consultative type CPAs who seem to have a gift for taking on unusual projects. I call these Consulting Savants – they have the ability to create unique deliverables on the fly when a client presents the need. But when they are not around what happens to the firm's ability to provide similar services?


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