As a firm owner with an established book of clients, you understand the challenges of balancing the needs of both individual and business clients. Many firms are talking about advisory, but few truly understand how to price it effectively or deliver it in a consistent, high-value way that scales. This webinar isn’t just another theoretical session; it’s about tangible, proven steps for implementing business advisory services that work for you and your clients. 

Join Matt Solomon, CEO of the Center for Enlightened Business, as he shares over 30 years of insights working with thousands of CPA firms on how to seamlessly adopt, optimize, and manage business advisory services. You’ll learn how to structure these services to maximize your revenue without overextending yourself and create long-term client loyalty, all while navigating the technological and competitive shifts reshaping the industry. 

This session is specifically designed for firm owners who want to protect and grow their firm by offering deeper value to their $750k-$20M business clients—helping them thrive while securing your firm's long-term success.

Learning Objectives:

• Identify key industry trends that are reshaping both your firm and your clients—and learn what you need to do now to stay ahead


• Recognize the little-known secret to giving business owners exactly what they want while getting paid appropriately for the strategic value you bring


• Determine to offer advisory services in-house or partner strategically to deliver those services without the heavy lift


• Outline how to maximize revenue and profit from your existing $750k-$20M clients in just 30 minutes per client, using a step-by-step framework 


• Present the exact system one firm used to generate $45,000 per month per client—with just 15 hours of work each month