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Tips for Selling and Automating Advisory
Dan DeLong • Feb 15, 2022
02-15-2022 - Tips for Selling and Automating Advisory Services
Michelle and Dan are joined by Josh Lance from Practice Ignition to discuss how firms can craft, sell, and automate advisory services.
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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