5 steps to scale and delegate advisory services

Fathom x Future Firm advisory playbook

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

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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

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About your presenter
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  


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