5 steps to scale and delegate advisory services

60
Mins
Fathom x Future Firm advisory playbook

We dive deeper into the five steps to scale and delegate advisory services with tips, examples, and templates.

Download your free playbook

Overview

Ryan Lazanis, CPA, CEO and founder of Future Firm, broke the typical ‘accounting mould’ by building a successful online-only accounting firm and selling it five years later to a large multinational firm.  

Today, Ryan draws on his learnings to coach firm leaders around the globe and help them skip the pain of scaling their firm’s advisory services.  

Ryan’s Future Firm team helps firm owners grow a successful firm that balances their personal goals with the needs of their clients. Establishing a firm’s pricing and service structure is an important beginning point.  

We discuss:  

  • Ryan’s 5 step process  
  • Clarifying your goals as a firm owner or leader  
  • Pricing and structuring services  
  • Using Fathom to deliver advisory services  
  • Attracting and retaining good talent  
  • Marketing your firm’s services

Learn how to

  • How to generate interest in your advisory service
  • How to assess client needs
  • Identifying and defining the deliverable
  • The importance of beginning with pricing and value

Product walk-through

Dive deeper into Fathom

About your presenter
About your presenters
Ryan Lazanis

Ryan Lazanis is a CPA and Founder of Future Firm Inc. He’s focused on innovative technologies and disruptive business models rather than just numbers. Ryan helps accountants fast-track the growth of modern, scalable firms for hundreds of firm leaders around the globe. Future Firm launched an online coaching program, Future Firm Accelerate, to enable and connect a community of forward-thinking firm leaders around the globe.  

Ryan is addicted to CrossFit, loves travelling to remote destinations, and was an active club DJ in Montreal.  

Future Firm | Future Firm’s email list | Connect with Ryan on LinkedIn  

Heading

This is some text inside of a div block.
Mins
Overview

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

In this webinar you’ll learn
  • This is some text inside of a div block.
  • This is some text inside of a div block.
  • This is some text inside of a div block.
  • This is some text inside of a div block.
Get the webinar recording
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
About your presenter
No items found.
Try Fathom today
Start your 14-day free trial. No credit card required.
Try for Free