8 Advisory Conversations to have with your Clients

A recent Xero study found that one-third of small business owners don’t hear from their accountant more than twice a year, primarily around tax time, but they want to! Today’s generation of small business owners want constant feedback – they’re hyper-connected people and getting info, tips and advice once a year from their accountant may not be sufficient. Becoming a more strategic advisor to your clients can start with one impactful conversation, so we wanted to provide you eight possible conversations to have with your clients this month, next month, next quarter, and beyond.

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