Four Steps to an Advisory Business Model

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Tax compliance to advisory: How to transform your firm

Focussing on tax compliance can be a great strategy, but if your clients are looking for a more proactive service then you could be leaving revenue and valuable client relationships on the table.  

But when introducing tax advisory services, it's important to get the business model right. Packaging the service in the right way, pricing, and presentation are all key elements.

This guide by Will Hill (Product Manager, Advisory in the Tax Professionals segment for Thomson Reuters) examines:

  • Initiation and onboarding your client to tax advisory services
  • Workstreams that optimize efficiencies and accuracy
  • Monetization of tax advisory services
  • Real world examples

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