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Building your Advisory Services

Video learning



Learning objectives

L. Gary Boomer, CPA, CITP, shows your firm should include advisory services. Co-hosted by Xero's own Community Education Manager, Carla Caldwell, this session will cover the how-to's of transitioning your firm from a compliance to advisory model.

Course outline

    • Understanding the difference between practices
    • How to progress from compliance services to an advisory role

    Pre-course preparations

    There is no pre-course preparation required.

    Topics covered

    • Apps

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