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A Beginner's Guide to Providing Advisory Services

By teaching your small business clients how the income statement and balance sheet dictate operating performance and business longevity, you will solidify your role as trusted advisor.

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Accounting firms operate in a highly competitive market. If your firm only offers commoditized services like tax preparation, payroll and bookkeeping, you will win and lose customers due to price competition. The good news is that you are in a unique position to offer value-added advisory services. 

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