Making a Roadmap to Advisory
Dan DeLong • December 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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