The Senta Advisory guide: Hereâ€™s what you need to know
What is advisory and how do you go about it?
Ever since we launched the Senta Advisory feature, our clients have been talking to us about the need for more info about how they should get started offering (and selling!) advisory services.
So we’ve worked with accountant, industry notable and official ‘friend of Senta’ Della Hudson to create a guide to support accountants who want to know more.
Contents of the Senta Advisory guide:
- What is advisory?
- What do you need to do before you start?
- Reactive business advice
- Using Senta to start the advisory conversation
- What to say and how to say it
- Advanced advisory: changing the numbers
- Selling advisory
- Chargeable vs non-chargeable
Della also gives you some insight into how to use the Senta Advisory feature.
This links Senta up with the relevant data in Quickbooks and Xero to allow you to proactively monitor your clients’ financial performance. You can find more info about how to use Senta Advisory in your practice on the support site.
As always, if you’re not sure about this or any aspect of Senta, please do get in touch. The Sentanauts love to talk.