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Over the past decade, accounting professionals consulting clients as a revenue stream has grown by 75% - a staggering number. Even though consulting is not necessarily a "traditional" service delivered by CPA firms, bookkeeping practices, and the like, consider the number of times a client has asked you directly for advice. Such ad-hoc advice can frequently evolve into a more considerable consulting opportunity for your business and a great way to enhance the practitioner's value proposition - increasing risk along the way.
Join Will Lopez, Head of Gusto's Accountant Community, and Josh Lance, CPA, Head of Accounting at Practice Ignition, as they discuss how to manage consulting risk within your engagement letters.
Learning Objectives:
- Evaluate your firm's expertise in your chosen consulting methods
- Determine which AICPA professional standards apply and govern your consulting services
- Demonstrate how to align your firm and client with agreed-upon consulting and scope management
Will Lopez
Gusto
Head of Accountant Community
[email protected]
As the head of Gusto’s accountant community, Will advocates for, and helps identify more opportunities for accountants, bookkeepers, and other advisors to better support small businesses. He is inspired to build a community that can be a voice for small business owners and their transformational advisors to can create more value together. Through a deeper partnership with Gusto, a new era will begin where accountants at every level will be valued for all the hard work they provide to the clients who trust them most with all things people.
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