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Making a Roadmap to Advisory
Dan DeLong • Dec 14, 2021
12-14-2021 - Making a Roadmap to Advisory - Pt. 1
In this 2 part webinar series, Michelle and Dan are joined with Rob Chandler to discuss obstacles the accounting professionals have to overcome to offer advisory services to their clients.
02-01-2022 - Playbook to Advisory Services- Pt. 2
In this 2 part webinar series, Michelle and Dan are joined with Rob Chandler to continue to discuss obstacles the accounting professionals have to overcome to offer advisory services to their clients. PATH by Simplex is has created a playbook to give you a guide you to building the processes and procedures to add higher value services to your practice.
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Recent Webinars
05.07.24 - QuickBooks Assisted Live Updates
04.23.24 MakersHub: Making AP Unbelievably Enjoyable
04.09.24 - RightTool Updates - Importing Journal Entries
Dan and Michelle are joined by Dave Young, a Vice Chancellor at Wizard of Ads where we discuss how Accountants and Bookkeepers create characters and tell a story to market their practice. We'll also be joined by Accounting Professional Brandon Morris who has worked with the Wizards in his own practice
03.12.24 - Shopify Connectors - Which to Choose? w/ Guest WeIntegrate
02.27.24 - QBO Updates and FB Group Q&A
2.13.24 - Inventory Management - Deep Dive into Katana
01.30.24 - QuickBooks Live Updates and FB Group Q&A
01.16.24 - Advisory vs Compliance - A Pricing Conversation
The 7 Minute Advisory Conversation w/Guest Mike Milan
Every Other Tuesday
12:00 NOON EST
60 minutes