Are you struggling to position yourself as an expert advisor during your sales process? Do you want to deliver elevated advisory services that truly add value to your business clients (and that you can charge for)? Curious how to use LiveFlow in your advisory services?
Join Founder & CEO of Momentum Accounting, Nikole Mackenzie and Josh Thomas, Senior Product Manager at LiveFlow, to discuss how to revolutionize your advisory practice!
In this session you'll learn:
✅ How to use LiveFlow during your sales process to position yourself as an expert advisor.
✅ Discover an actionable framework for you (and your team) to deliver elevated accounting advisory services.
✅ Explore the use of AI combined with the 3 essential report types to work effectively across any industry.
✅ Avoid common pitfalls when rolling out your new advisory offering, ensuring a successful implementation.
✅ Get ready to transform your financial advisory services and stand out as an industry expert!
