How to scale advisory with Mark Jenkins - Webinar Recording

In this webinar, Mark Jenkins (The Gap) and Richard Sosa (Aider) explore how accounting firms can transform from transactional compliance to scalable advisory. Learn practical strategies to:

• Identify the right clients to start advisory with
• Build a value ladder and bundle services for profitability
• Empower your team with repeatable systems and templates
• Balance compliance and advisory pricing models
• Use AI and real-time data to uncover opportunities faster

Whether you’re just starting to explore advisory or looking to refine your approach, this session offers actionable insights to help you grow revenue, improve client relationships, and retain top talent.

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