How to Offer Advisory Services at High Margin (For Accountants & CPAs)

How to Offer Advisory Services at High Margin (For Accountants & CPAs)

Accounting firms are transforming. According to CPA.com:
📊 Clients pay ~50% more for advisory services
📊 65% of clients need advisory support
📊 45% want their firm to offer advisory services

The opportunity is clear — but how do you deliver advisory without adding headcount or working nights?

👉 In this video, we’ll show you how Modeliks helps accountants:

1. Offer financial forecasting and budgeting service
a. Connect QuickBooks in minutes
b. Automatically create budgets and 5-year financial plans based on historical data
c. P&L, Balance Sheet & Cashflow forecasts for total company and by organisational unit (business unit, subsidiary, department, region, project, store, etc.)

2. Offer monthly management reporting services
a. Deliver dashboards & variance analysis reports monthly
b. For total company and by organisational unit

With Modeliks, accountants can expand into advisory services, grow revenue, and increase client retention — at high margins.

Follow Modeliks:
Website: https://modeliks.com/
LinkedIn: https://linkedin.com/company/modeliks
YouTube: @Modeliks
Instagram: https://www.instagram.com/modeliks.software
Facebook: https://www.facebook.com/Modeliks.software/

#Accounting #CFO #AdvisoryServices #AccountingTechnology #FinancialPlanning #QuickBooksIntegration #Modeliks