A Small Firm's Guide to Technology Advisory Services

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Utilize your expertise in developing automated work flows to help your clients, while minimizing your liability.

Technology is a concern for every small business, and as accountants automate their processes and integrate many of the data flows across their stacks of applications, they develop expertise that can be converted into an advisory service.

This guide will assist with:

  • Establishing viability
  • Defining and packaging your services
  • Managing your pricing and expenses
  • Liability issues
  • And more!

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