Shifting Gears with John Thompson

April 15, 2023

Are you curious about shifting from compliance-based tax services to strategic and consultive? What is the value in accelerating your firm to another level?  In this episode, Tom Wheelwright and John Thompson explore how shifting your tax services can grow both your firm and your client‘s value, know where to start, and where to go confidently on your leap to the next level.

Order Tom’s new book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/

SHOW NOTES:
00:00 – Intro
04:35 – What is the difference between advisory and consulting services?
07:25 – How does an accountant learn to become an advisor?
13:20 – How should advisory services be priced? How do you ask?
21:15 – How do you know which services to offer? Where do you start?

Looking for more on John Thompson?
Website: https://www.completeadvisorysolution.com/