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Intuit Debuts Advisory Services Guide

Intuit has introduced and online Intuit ProConnect Tax Pro Center to provide resources for tax firms that wish to provide planning and advisory services. The guide is free.

An August Intuit accountant survey found 74 percent of tax firms provide tax planning and advisory services, but only 62 are paid for them.

The guide, The Path to Advisory, was created by Intuit Tax Council Members and offers testimonials and coaching tips from council members who have moved towards advisory services. It is organized in chapters that separate the content into stage: defining the vision, planning the roadmap, and growing your practice.

Intuit says the guide will help firms learn to value and price advisory services; navigate and build bespoke advisory service plans for a range of clients; understand how to use time saved on compliance work to focus on improving advisory services and identify tools needed to add and grow such services.

Bob Scott
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind
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