How to Sell Business Advisory Services

What’s inside

In this guide, Geni Whitehouse, CPA firm partner, published author and TEDx speaker shares a practical framework on how you can use Fathom to sell business advisory services to new, or existing compliance clients.

This guide includes:

• An overview of how you can get started when you've decided to add business advisory services to your service offering
• How you as a service professional can give yourself the best chance of converting early clients
• How to close your sales; and
• How you can solve your clients' business problems and deliver ongoing business advisory using Fathom's Goalseek Analysis tool.

Discover how Geni uses Fathom's Goalseek Analysis tool to diagnose her clients' business problems and deliver ongoing business advisory services to new and existing clients.