Advisory Isn't a Four Letter Word: Part One, Marketing Your Services

Advisory is an often-used word used in the accounting industry, and there seems to be very little meaning behind it. It’s vague and too encompassing, which leads to confusion not just among accounting professionals but among our clients as well.

In this panel, we will noodle through how to replace the term “advisory” with relevant phrases and words that actually explain what we can do to help our clients grow and prosper. Phrases and words that we can use to market and sell our “advisory” services to achieve proper revenue for the work we do.

Learning objectives:

🔴 How to rephrase “advisory” to a meaningful set of words and phrases

🔴 How to use better language and descriptions for “advisory” in marketing campaigns with current and prospective clients to add services to your firm

🔴 How to market to achieve value for services - don’t give away your brain!

Advisory Isn't A Four-Letter Word: Part Two, Defining And Delivering Your Services

Advisory is an oft-used word used in the accounting industry, and there seems to be very little meaning behind it. It’s vague and too encompassing, which leads to confusion not just among accounting professionals but among our clients as well.

In this session, we will discuss actional steps to defining what your “advisory” services can be, starting with simple to implement ones, how to phrase the services to achieve proper revenue, and how to deliver them in a scalable way.

Learning objectives:

🔴 How to define your advisory services

🔴 Examples of simple to-implement advisory services

🔴 Scalable processes for the delivery of advisory services

The Problem to Solve, Your Key in Technology

Technology comes with opportunity. But it also comes with distraction! As the business owner, you sit in the crosshairs of many new technology pitches, AI solutions, and analytic capabilities each month (or week!). How can you sift through these opportunities without chasing all of them or freezing and doing nothing? Spoiler alert – the key is not to chase the technology, but rather the problem you're solving.

In this session, we'll dig into the key strategies to help you identify the problem you really need to solve and how to stay the course of solving the problem over simply chasing the technology.

Learning Objectives: At the close of the session you will be able to:

🔴 Identify when the problem to solve approach is or is not being used

🔴 Setup decision criteria for choices based on the problem to solve approach

🔴 Create communication plans designed to move progress quickly, and in line with the problem to solve

K2's Artificial Intelligence For Accounting and Financial Professionals

Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool.

Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.

Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications for advisory purposes. Uncover how these features enable you to detect fraud, identify potential transaction errors, and elevate your financial operations to new heights.

Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.

Transforming Advisory with Real-time AI insights

In today's fast-paced accounting landscape, proactive advisory is the key to staying ahead. Explore the transition from traditional methods to cutting-edge AI-driven strategies. Dive into the power of real-time AI insights to preempt issues, spot trends, and provide invaluable, forward-looking counsel. Embrace the future of advisory, powered by AI.

Learning Objectives:

🔴 Grasp the Paradigm Shift: Recognize the crucial shift from reactive to proactive advisory methods.

🔴 Mastering AI Tools: Get acquainted with top AI-driven platforms to enhance advisory outcomes.

🔴 Apply Real-time Insights Strategically: Learn to use real-time data for better client guidance and financial planning.

Truth About AI! How You Can Use AI in Your Practice

AI is the hottest tech topic around right now, but can you actually utilize it in your account and tax practices? In this session, small practice owner, Christine Gervais will the real ways that AI tech tools have been implemented in her practice to gain efficiency, boost communication, and improve workflow. We will open a live ChatGPT screen and utilize real time prompts to demonstrate what AI can help produce for your practice. 

Learning Objectives:

🔴 See in real-time, the results of utilizing tools like ChatGPT for process efficiency, communication improvements, and workflow development.

🔴 Learn the pros and cons of working with AI and how to train your team to utilize the tools to support your goals.

🔴 Discover which apps and software programs are making AI easy to use.

Boost Advisory Revenue with Microsoft's Power Platform, Azure & OpenAI

Discover the latest tools and related services that transform the way businesses communicate, uncover new information, and mine data for impactful insights - driving value for you and your clients in a profitable and manageable way.

Learning Objectives:

🔴 Learn how to drive efficiency and profits for you and your clients by building a Microsoft Teams Culture

🔴 Discover the power of the Microsoft Azure Cloud Computing Platform and how it has connected both data and applications.

🔴 Learn about the Microsoft Power Platform and the built-in Artificial Intelligence in Power BI

Navigating Technology and Transformation in Accounting Practices

In this course, we delve into the intersection of modern technology and advisory services, exploring the transformative role technology is playing in the accounting profession. This program is designed to equip accountants and bookkeepers with the knowledge and skills necessary to effectively incorporate advisory services into their practices, while keeping pace with the rapid tech advancements reshaping our industry.

Learning Objectives:

🔴 Understand the Impact of Technology: Gain a comprehensive understanding of how technology is revolutionizing the accounting profession and the opportunities it creates for advisory services.

🔴 Master the Advisory Ecosystem: Learn the key steps to incorporate advisory services into your accounting practice, including how to effectively engage with clients and leverage technology to provide value-added advisory.

🔴 Highlight Professional Tech Adoption: Understand the significance of technology adoption within the profession, including the latest tools and trends. Develop strategies for staying ahead of the curve and leveraging technology for your advisory services.

Process to Price to Profits

Learn the Art of Pricing, Saying No and having the business YOU want

Make Technology Your Secret Sauce

Turn your process development into a model of cloud efficiency.

This session details how centralized functions in the cloud can reduce IT infrastructure costs.

Whet your App-etite

Join Insightful Accountant’s Top 100 ProAdvisor Community as they uncover new features within the QuickBooks Online ecosystem and how to leverage app integrations to maximize your technology ROI.

Learning Objectives:

🔴 Identify common workplace apps that offer built-in automation

🔴 Describe how to find automation options in the workplace

Integrating Your Software & Applications: An Intro to Business Process Automation

Every business has a stack of applications it uses, from bookkeeping, payments, CRM, website, scheduling, communications, and customer forms, the stack just keeps growing! Kyle Turriff from RLB Digital will introduce you to a better way of integrating these apps and automating the flow of data between them.

Learning Objectives:

🔴 Getting familiar with the lingo and different integration types

🔴 Understanding best practices when automating a process

Elevate Your Firm - How to gain Trusted Advisor Status

The last few years, it was a challenge for accountants. You quickly pivoted to help small business owners during their most significant time of need. You helped them navigate top challenges, including new laws and regulations, hiring shortages, inflation, and supply chain issues, to name a few.

But one thing is clear; accountants are uniquely positioned to gain “trusted advisor” status. You have full transparency to a small business balance sheet. This insight can elevate your firm to be integral to small business owners in nearly every aspect of the business. 

You Can't Automate Process Until Your Document Your Processes

David Leary, shares on how you can improve your workflows and save valuable time but documenting then automating your processes. He'll be discussing why it’s important to document your processes before attempting any automation.

He'll show you how to use document and automate processes using software solutions like Process Street and Zapier. By the end of the webinar, you'll have the knowledge to take control of your process documents and start to automate them with minimum effort.