Building a Business Advisory Practice: From Compliance to Business Advisory
Duration: 2 hours
Price: R195.00
Building a Business Advisory Practice: From Compliance to Business Advisory
Presenters : Nestene Botha
Overview
This video explores how to transition a traditional accounting practice from purely dependable tax and compliance work into a high-value business advisory practice.
Software and AI are rapidly automating routine compliance and squeezing profit margins. While compliance demand remains, firms have an opportunity to layer advisory services onto their existing compliance foundation to create additional value and sustainable revenue.
The content focuses specifically on the South African accounting and regulatory landscape. It draws on research from leading professional bodies, including IFAC, ICAEW, ACCA, SAIPA and IRBA, and incorporates real-world examples, short video insights from leading practitioners, and a practical roadmap that participants can apply immediately.
The video covers how to identify hidden advisory opportunities, implement value-based and tiered pricing to move beyond hourly billing, scale firm structures without practitioner burnout, and ethically leverage AI to strengthen data governance and client insights.
Video Content
The video is structured across six fast-moving modules, covering the following key units:
- Unit 1: From Compliance to Advisory – Examines the business case for change, driven by AI, increasing fee pressure and the South African trusted advisor mandate, while providing a practical, jargon-free understanding of business advisory.
- Unit 2: Finding Advisory Opportunities – Demonstrates how to use a structured business health check and more effective client conversations to identify, position and monetise advisory work that is often provided without charge.
- Unit 3: Pricing and Packaging Advisory for Value – Explains how to move beyond hourly billing by pricing services according to client value, creating tiered service packages (Bronze, Silver and Gold), and communicating pricing confidently and ethically.
- Unit 4: Building a Firm to Deliver Advisory at Scale – Explores strategies to overcome the key-person bottleneck through effective role design, delegation, standardisation and niche specialisation, enabling sustainable firm growth.
- Unit 5: Using AI to Build and Run an Advisory Firm – Demonstrates practical and ethical approaches to automating routine tasks, scaling advisory methodologies, improving client insights, and maintaining appropriate data governance and professional scepticism.
Competencies Development
Participants develop the following professional competencies:
- Strategic Positioning of the Practice – Assess the risks of operating a compliance-only practice and develop a strategy for transitioning to a compliance-plus-advisory firm within the South African market.
- Identifying and Framing Advisory Opportunities – Apply structured business health checks and advanced client communication techniques to identify client needs and convert them into chargeable advisory engagements.
- Value-Based Pricing and Packaging – Design value-based pricing models, develop tiered service offerings, and communicate fees ethically and confidently.
- Structuring a Firm to Deliver Advisory at Scale – Implement effective role design, delegation and standardisation to remove operational bottlenecks and scale advisory services without overburdening senior practitioners.
- Applying AI to Build and Run an Advisory Practice – Responsibly implement AI solutions to automate routine work, enhance advisory delivery, strengthen client insights and maintain sound data governance.
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