Advisory Services The Path to Advisory: Now available for download Read the Article Open Share Drawer Share this:Click to share on Twitter (Opens in new window)Click to share on Facebook (Opens in new window)Click to share on LinkedIn (Opens in new window) Written by Intuit Accountants Team Modified Aug 22, 2023 1 min read The Intuit® Tax Council has put together a comprehensive guide for firms that want to add advisory services to their practice or improve the services they already offer. Here’s a visual narrative explaining the Path to Advisory. “The Path to Advisory” is a comprehensive guide to to help tax firms lead with planning and advisory services, and is available for download. Here’s an Executive Summary. In this guide, you’ll find guidance with examples and checklists on: Crafting a vision for your firm Identifying your niche and unique selling points Planning your advisory workflow Developing your team Winning clients with content marketing Planning your project timeline Many other topics are also covered, and all of the content is presented in a reader-friendly, practical format for you to use in your firm and share with your team. Download “The Path to Advisory” today or click on the image above. Previous Post Growing your advisory practice through your people Next Post Introduction to tax advisory: Year-round proactive planning is key Written by Intuit Accountants Team The Intuit® Accountants team provides ProConnect™ Tax, Lacerte® Tax, ProSeries® Tax, and add-on software and services to enable workflow for its customers. Visit us at https://proconnect.intuit.com, or follow us on Twitter @IntuitAccts. More from Intuit Accountants Team One response to “The Path to Advisory: Now available for download” Thank You Browse Related Articles Advisory Services Intuit® Accountants releases Tax Planning and Advisory… Advisory Services Tax practice of the future: 3 steps to increase advisor… Advisory Services Tax Advisory resource library now open online Advisory Services Ask the Expert: Catherine Tindall, CPA Advisory Services Infographic: The formula to future-proof your practice Advisory Services Packaging IRS Resolution Services as part of your advis… Advisory Services Infographic: Leading with advisory services Advisory Services Creating your path to advisory services Advisory Services How to know when you’re ready to move to advisory… Advisory Services Advisory Checklist: Lead with tax planning and advisory…