Modules/AI for Client Advisory & Tax Planning/Building Advisory Service Packages

Lesson 2 of 3•AI for Client Advisory & Tax Planning0 of 3 complete (0%)

Building Advisory Service Packages

10 min

What you will learn

Use AI to develop structured advisory service offerings beyond compliance work
Create client-facing proposals that articulate advisory value in ROI terms
Build templated advisory deliverables that can be customized per client efficiently
Develop proactive outreach communications for tax law changes and planning opportunities

# Building Advisory Service Packages

Most accounting firms want to do more advisory work but cannot scale it. AI changes the economics by letting you create advisory deliverables in a fraction of the time.

Tax Law Change Impact Analysis

When tax law changes, the first firm to contact clients wins the advisory engagement:

A new tax provision has been enacted: [describe the change, e.g.,
"§174 R&D amortization requirement is modified to allow partial
expensing for domestic research"]

Create a client impact analysis package that includes:

1. EXECUTIVE SUMMARY (1 page):
   - What changed
   - Who is affected
   - When it takes effect
   - Estimated impact range for a typical [industry] client

Unlock this lesson

Upgrade to Pro to access the full content

What you'll learn:

Use AI to develop structured advisory service offerings beyond compliance work
Create client-facing proposals that articulate advisory value in ROI terms
Build templated advisory deliverables that can be customized per client efficiently

Or start free trial