SmartPath.co

Free Client Advisory Worksheet
FOR TAX & ACCOUNTING PROS

When you need a process to provide advisory work...

Use this worksheet to do Client Advisory Services the easy way.

The Easy Client Advisory Worksheet

> Add revenue beyond tax prep & accounting.

> Get paid for work, you've been giving away for free.

> Deepen client relationships and show you're more valuable than A.I.

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Deliver Client Advisory the easy way.

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Easily start charging more per client.

Use this worksheet to add the strategic advisory services your best clients want.

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Follow a simple advisory workflow.

Use a simple, proven workflow for businesses and individuals, even if you've never offered advisory services before.

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Stand out from competition and A.I.

Go deeper with clients and help them make progress on the goals they care about.

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Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

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25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

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25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set

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25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set

Feature

25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

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