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The Complete Guide to Scaling People Advisory Services

Transform your accounting firm. Wow clients with your guidance. Future-proof your revenue stream. In this guide you'll learn everything you need to know about unlocking a new source of revenue with People Advisory services.

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About the author

Joshua Lance is a Certified Public Accountant and member of the American Institute of Certified Public Accountants. He has been in public practice since 2005.

Joshua is the founder and Managing Director of Lance CPA Group, a virtual and remote CPA practice providing accounting, tax and consulting services to craft breweries and digital agencies. Joshua has been named to CPA Practice Advisor’s 40 under 40 for 2017, 2018, and 2019. 


About the guide

Whether you’re looking into expanding your service offerings, or are ready to get started today- this guide is for you.

In this guide, you'll learn:

5 steps to setting up People Advisory Services
Tips to propel your expansion plan
Best practices for selling, delivering, and getting paid for People Advisory services
To frame the service around the most important resource a company can have, theres value in helping entrepreneurs and small business owners invest in their own people.
Michael Ly CEO of Reconciled Inc.

Ready to scale your People Advisory services?

Download the free guide to learn how to get started.