A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
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Turning compliance data into innovative advisory services
MP3•Episode home
Manage episode 288183739 series 2330481
Content provided by David Smith + Mark Holton, Smithink and David Smith + Mark Holton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Smith + Mark Holton, Smithink and David Smith + Mark Holton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Historical financial information is an important and often safe part in the provision of advice on business improvement, however, is it all that we should be using? Do clients really want to be looking backwards each quarter and discussing items they cannot change? Further, what happens if a firm cannot correlate the compliance data into advisory services? This webinar will concentrate on how to profit from compliance delivering innovative advisory services from compliance data. Presented by: Mark Holton, Smithink
…
continue reading
67 episodes
Turning compliance data into innovative advisory services
Smithink - helping accountants turn their practices into great businesses
MP3•Episode home
Manage episode 288183739 series 2330481
Content provided by David Smith + Mark Holton, Smithink and David Smith + Mark Holton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Smith + Mark Holton, Smithink and David Smith + Mark Holton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Historical financial information is an important and often safe part in the provision of advice on business improvement, however, is it all that we should be using? Do clients really want to be looking backwards each quarter and discussing items they cannot change? Further, what happens if a firm cannot correlate the compliance data into advisory services? This webinar will concentrate on how to profit from compliance delivering innovative advisory services from compliance data. Presented by: Mark Holton, Smithink
…
continue reading
67 episodes
All episodes
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