1 min read

How your firm can unlock more revenue through advisory

By Yoseph West

Co-Founder & CEO, Relay

Firms that offer advisory services generate on average 66% more revenue per client than firms that only deliver compliance services. It's no surprise then that more than 50% of firms want to offer advisory services. However, only one in ten firms today are offering advisory to their clients according to a recent survey.

So how can your firm deliver more value to clients and unlock this revenue potential?

In this webinar, we tackle the topic head-on. We'll discuss where the opportunities are and how to deliver on them. Join us to learn about:

  • How to get started with advisory

  • The opportunity: what are clients asking for

  • The process: how to deliver for your clients

Our panel for the webinar includes:

Josh Lance, founder and managing director of Lance CPA. Named a 40 under 40 advisor by CPA Practice Advisor. Josh shares his insights on leveraging advisory services to grow his firm.

Colin Hewitt, CEO & founder at Float, will share learnings from his 10 years of delivering cash flow forecasting tools for small businesses.

Yoseph West, CEO & co-founder at Relay, lends a hand in defining possible workflows to help automate, scale, and tailor your service offering.