Transitioning to Being a Business Advisor

This chapter delves into the process of transitioning from an accountant to a business advisor, emphasizing the importance of understanding advisory services and differentiating one's practice. It explores setting prices for advisory services, distinguishing between productized and fractional CFO services, and communicating effectively to potential clients. The chapter also addresses liability concerns, the importance of aligning advice with clients' goals, and provides information on accessing free training programs on advisory services.