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How To Drive Advisory Revenue and Better Serve Clients

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It’s no surprise that CPA firms possess an incredible amount of data. What is new is the increasing availability of tools to help them leverage that data. However, you need a plan to use those tools to provide value for clients and create value for your firm.

Download this white paper from accounting profession leaders Jim Boomer and Glenn Dunlap, and explore step-by-step the challenges and benefits of building a data-driven practice. 


Are you growing an Advisory practice but frustrated with:

  • Trying to standardize your offering for all clients?
  • Trying to level-up all of your Advisors?
  • Trying to use data from several different sources?
  • Trying to learn big data applications just for graphs?

It should be easier than it seems, right?