In today’s business environment, clients need a true business partner. You should be at the table as key, strategic decisions are made. Join us as we take you through what business advisory services are. Transform your practice and create new revenue streams by offering truly holistic and client-centric services. Through year-round engagement, learn how to advise clients on forward-looking initiatives. Become their MOST trusted business advisor.
Differentiate between compliance and client advisory services.
Position yourself as your clients’ MOST trusted business advisor.
Create new revenue streams for your firm by adding client advisory services.
Client advisory services introduction and overview
Benefits of client advisory services
Strategic planning and business performance resources
Client advisory services getting started checklist
FICPA member CPAs who want to create new revenue streams, public accounting firms or sole practitioners.
John Minnich, MAcct, CPA, CGMA advises businesses and coaches leaders on business performance and strategy. Business advisory national speaker and expert, John engages with business and executive clients on forward-thinking initiatives.
An accomplished business and financial executive, he has served in several leadership roles including Strategic Executive Advisory founder, C-suite as CFO, Financial Executives International-Fort Wayne president, and Indiana CPA Society leadership council.
Experienced in building effective relations with boards of directors and key stakeholders, John has an extensive background in strategic planning and execution, business administration, governance, and financial management.
In addition to a career in business, John has facilitated sessions as MBA faculty with Purdue University Fort Wayne. He earned graduate and undergraduate degrees, magna cum laude, in accounting from Manchester University. John’s credentials also include Certified Public Accountant and Chartered Global Management Accountant.
Specialties: Business and CFO advisory; business strategy, implementation, and performance
To learn more about John, visit meet.johnjminnich.com.