A practical guide to business advisory meetings
You’ve heard enough about “why” you should offer business advisory services to clients. In this practical webinar, we’ll be focusing on the “how”.
Our guest is Danelle Whaanga of Spotlight Reporting. Before joining Spotlight, Danelle was a practising accountant for 8 years so has held numerous advisory meetings with business clients.
During the webinar, we’ll run through the framework of an ideal great advisory meeting, using real examples from a client Danelle has worked with.
What you’ll Learn
– What to do before the meetings
– Questions to ask
– Helpful software and tools
– What happens after the meeting