Join us as we revist this conversation from November 2022 On this week's episode, Roger has a chat with Will Hill; financial services consultant, CEO and founder of Will Hill Consultants LLC on various topics. They talk about how accountants can communicate effectively with clients, client retention as well as how to build and maintain client relationships. Will also explains the differences between Accounting and Advisory services as he also goes deep into what CFO services are. He also talks about how accountants can offer more value to clients by creating bundled offers. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: William Hill Will is the founder and owner of Will Hill Consults, LLC; a coaching and consulting firm serving the tax and accounting profession - which Will has been serving since 2001. Through his 20+ years in the profession, Will has taught countless classes on firm management, change management, and advisory services. His travels to implement software and perform business workflow consulting have taken him to over 400 firm offices to work directly with firm owners and their team members. Known for his combination of creativity and practicality, Will brings his passion to each article, webinar, podcast or coaching engagement he embarks upon. In 2021 Will was named by Accounting Today in their "Top 100 Most Influential People in Accounting" list. Will has also twice been recognized by the CPA Practice Advisor in the "Under 40" lists (sadly, no longer eligible for any 'Under 40' awards). Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Book an appointment to meet with William LinkedIn: https://www.linkedin.com/in/wghill/ Email: [email protected] Website: https://willhillconsults.com/ Book an appointment: https://calendly.com/willhillconsults/30-min-conversation Color Accounting: is designed to make it easier to learn the fundamentals of accounting. It is an augmentation to the process that you know so well. https://universalaccountingschool.com/color-accounting-ca/ Advisory Services: Offer CFO & Advisory services with confidence following a proven process. Learn how to effectively price, market, sell business coaching services as a Profit & Growth Expert using BizBench to help your clients work ON their business https://universalaccountingschool.com/cfo-advisory-services/ For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestion you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related