From COVID to Advisory

The impact of COVID-19 has changed a lot of things about how businesses operate. And while many accountants might not have realised just yet, the support they offered to their clients during the depths of the pandemic could now lead to providing ongoing advisory services.

The post-pandemic economic environment is giving accountants the golden opportunity to go beyond compliance to help clients solve a variety of problems in their businesses. Many of the clients helped during the challenging pandemic period were small businesses that previously hadn’t made contact with their accountant outside of just lodging of their BAS and tax. So, for some clients, it was the first time they’d reviewed their figures with their accountant. Unsurprisingly, they found the experience quite helpful.

To help you capitalise on this opportunity, we have created a video and resource kit where experienced practitioners Peter Knight and Kate Groom explain how to take those COVID conversations and expand them into advisory services. Peter and Kate will talk through their own experiences and provide a step-by-step guide that you can start applying immediately.