Building Your Multi-million-dollar Practice: With Peter M. Vessenes

This episode was inspired by some of the things we heard while at Xerocon San Diego in June 2019. A major topic of the conference was advisory, and while it has become increasing popular to talk about this opportunity, there aren’t many resources dedicated to putting a plan into action to take it on. So Brooke Roberts and James Tobin sat down to talk about what advisory means, six specific cash flow drivers accountants can monitor to kick-start their services, and some examples of what this looks like in an actual business-accountant relationship.   If you have questions please contact us at support@myprofitsee.com or learn more at www.myprofitsee.com