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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.

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