Implementing value-added services to your financial planning or accounting business

Implementing value-added services to your financial planning or accounting business
May 2, 2019 Slipstream Coaching

Are you looking to grow your business?

There are really only three ways to grow revenue:

  • More clients
  • Increase your prices
  • More services per client

In this article we are focusing on the final option, more services per client. We’ll examine the basics of value-added services and consider what services will live up to the promise of adding value for your clients. There is much to discover about adding complementary services to your firm, and the following four articles will be helpful to move forward with this strategy.

Time to confront reality? Offer more of the services that your clients actually need!

Are you interested in the idea of adding new services to your accounting firm but lack the confidence to strive forward and execute a plan? Or perhaps, you are wanting to move away from being just another compliance-based accounting firm? Whether you choose to offer new services or to introduce a referral capability, the ability to provide a comprehensive solution for your clients is key to successful business growth. In this article, we discuss why confronting this challenging situation is essential for ultimate success.

Click here to read this article if you are ready to challenge your own status-quo.

Ready to take your profits to new levels? The case for three value-adding services in your client offering

It’s incredible how a small number of additional services in your financial planning or accounting firm can significantly increase profits and enhance client longevity. In this article, we define value-adding services, why you should implement them in your business, and how to execute a strategic plan.

Having a range of additional services is great for clients and a booster for your profits – click here to find out how you can do it!

Feel like practice growth is stalling? Then it’s time to take your foot off the brake!

Is your office in disarray? Are you consistently missing deadlines? Does your firm take an ad-hoc approach to problem solving, instead of implementing long-term solutions? Chances are you’re missing out on opportunities to build new and stimulating client engagements.

Open up new possibilities for growth by taking action on back-office inefficiencies and creating a sense of excitement within your firm. Read this article to find out how you can inject value and a fresh sense of momentum back into your practice.

Need to get over the “Yes. Buts…”? Step up and be BOLD!

Is the phrase, “Yes. But…” a regular in your vocabulary? Perhaps you find yourself saying, “Yes. But… I’m already busy” or “Yes. But… our strengths are in traditional areas of practice.” If this sounds like you, this article is a MUST read! Slipstream Coaching’s very own Scott Charlton discusses how confronting your “Yes. But…” mentality and implementing changes will ultimately provide you and your partners with greater prosperity.

Looking for more valuable relationships, much more interesting work and even greater financial returns? Click here to read the article.

At Slipstream Coaching we are dedicated to helping financial practitioners achieve their maximum potential. If you’re looking to implement value-adding services to your business, but don’t know where to start, we can help! Contact Slipstream Coaching today to discuss how to take your accounting or financial planning business to the next level.