As your firm enters the 2024 busy season, have you given thought to how you can make the rest of the year look different? If you aren’t currently offering monthly subscription packages to your clients that diversify your services and bring you consistent work year-round, you may be missing an opportunity to strengthen your accounting firm’s trusted advisor status to clients while also developing additional revenue streams.
Watch as Kevin Roosa and Molly Gallaher Boddy discuss how your firm can provide more high-value technology services to your small and medium business customers. They walk through how firms are going beyond accounting and tax to provide the comprehensive, white-glove services clients increasingly expect.
In this webinar, learn:
- How to enhance your monthly services offering with secure application access and targeted business insights.
- How you can reinforce your accounting firm’s trusted advisor role to your clients by working with Rightworks to provide in-demand services.
- How to create additional revenue streams for your firm without adding more sales or marketing work to your plate.
Presenters: Molly Gallaher Boddy, Senior Manager, Product Marketing, Rightworks, and Kevin Roosa, Senior Director, Sales, Rightworks