In this session Caroline Plumb OBE will be speaking to 3 leading accountants about their business advisory strategy for 2021. We will understand how they market, sell and deliver core advisory services to clients and what tips and tricks you can use to implement in your own firm.
1. 1. What are advisory services?
2. 2. Covid effect on the demand for advisory
3. 3. Getting advisory clients
4. 4. Keeping it casual
5. 5. Charging for advisory
6. 6. Growing areas of advisory
7. 7. Advice & learnings
8. 8. Creating a confident & prepared team
Katy Priestley, Deputy Head Evolve, Duncan & Toplis
Katy is Cloud Lead at a Top 30 UK Firm – Duncan & Toplis based in the East Midlands. Katy has been pivotol in the uptake of the firms digital strategy. Katy heads up the cloud development team which enables cloud champions to deliver frontline training and support to clients across multiple offices around the country. Katy also leads the client onboarding strategy where she is responsible for moving hundreds of clients across to cloud based accountancy software and integrated apps via the firms new app advisory service.
Kieran Phelan, Founder, Cloud 360 Accounting
Upon starting his new practice back in 2010, Kieran founded the first cloud accounting firm in Northern Ireland and became the first Xero Certified Advisor at that time. Kieran now offers his cloud expertise to other accountants, to help firms transition to become cloud-based, digital practices modelled on Kieran’s own firm. No other firm in Northern Ireland has the success or experience in this field to offer such services. Kieran has become the “go to” person in practice in Northern Ireland in terms of cloud accounting.
Sian Kelly, Managing Director, Inform Accounting
A Chartered Management Accountant since 1995, Sian now heads up the Inform Accounting team. In the past, she’s worked for Next plc, Marston’s Brewery and Compass Group plc, where she was Financial Controller. Oh, and she even worked at Disneyland for a year. Sian has helped a number of businesses grow from start-ups to well established companies, working hand in hand, guiding them through the sales process.
Caroline Plumb, Founder & CEO, Fluidly
Caroline Plumb OBE is a serial entrepreneur who has spent the last 20 years building innovative businesses. She currently runs Fluidly, an award-winning fintech that is transforming the way businesses manage their money using artificial intelligence.