Business advisory services are in higher demand now than ever before. However, the simple truth is that while many accounting firms think that they provide business advisory services, the numbers tell us a different story. In fact, most accounting firms are missing the mark altogether, providing reactive, informal, and unstructured, project-based business advisory services. As a result, they risk losing clients to the few firms that deliver advisory the "right" way.

• 71% of clients leave their accountants because their needs aren't met, especially in advisory services. (Source: Sage Practice of Now Report 2018) 


• 67% of businesses crave proactive money-saving advice, yet only a third feel they receive it. (Source: QuickBooks survey) 


• 55% of entrepreneurs feel they're stuck with accountants who merely react rather than advise proactively. (Source: Enterprise Study by Smith & Williamson) 

How can you be sure that you are on the right side of these troubling statistics and that your clients won’t leave you for a more comprehensive set of services? If you would like to learn how to be on the right side of the statistics and you are interested in exploring how to monetize advisory in the most leverageable, predictable, and profitable way - then this webinar is for you. 

Join us for an expert secrets webinar hosted by the nationally renowned advisor Matt Solomon, CEO, entrepreneur, and the mastermind behind many of the industry's most successful transitions from CPA firms into high-profit advisory success stories. Having worked with 11,000 CPAs, accountants, and business owners, it's estimated that Mr. Solomon has helped his clients generate over $2.75 billion in new business growth. Founder and CEO of multiple seven-figure ventures, he remains at the forefront of CPA firm growth and excellence. By attending this webinar, you will gain exclusive and never publicly revealed industry secrets from Mr. Solomon's esteemed 17-year journey of intimate work with CPAs and small business owners worldwide. 

Learning Objectives:

• Evaluate CAS and Business Advisory and learn to leverage a proven but little-known "profit-powerhouse" offering in a dependable, predictable, and reliable way


• Determine the single best way to safeguard your firm from clients leaving you for another firm and how to package a premium-priced offering regardless of your current fee structure or service offerings


• Identify how to save clients from wasting money on expensive consultants and how to ethically draw them in to invest more money with your firm


• Discover the exact revenue-boosting "alpha-reliable" advisory system that the top 1% of CPA firms use to secure, streamline, and grow their firms predictably - and how you can leverage this understanding into new revenue streams for your firm


• Recognize the path to justify premium fees and deliver "value beyond price and expectations" to every advisory client, even if you've never done advisory work before