Practice Forward features
The tools, coaching, and support to build an advisory-led firm
Practice Forward gives accounting firms the templates, guidance, and implementation support to move beyond compliance, strengthen client relationships, and get paid for the value of their expertise.
Access customizable templates, pricing tools, client deliverables, and firm-development resources designed to help your team standardize services, communicate value clearly, and implement an advisory-led model with confidence.
Proposal templates
Clear, customizable proposals that define scope, reinforce your value, and help clients understand exactly what services are included.
Pricing tools
Price services more consistently with calculators that help your firm set engagement fees based on scope, value, and client needs.
Advisory delivery tools
Deliver advisory services with greater consistency using client-ready presentations, worksheets, and deliverables across topics such as 1040 client advisory, entity structure planning, cash flow planning, and more.
Continued methodology tools
Build a more consistent approach to prospecting, onboarding, transitioning existing clients, and expanding your library of advisory services.
Firm development tools
Strengthen the way your firm operates with tools for goal setting, client onboarding, recruiting, retention, and advisory firm structure.
Explore tools that help your firm move from planning to execution
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Work with an experienced advisor and follow a structured implementation plan to help your firm adopt new processes, train your team, and put advisory services into practice more effectively.
Personalized consulting
Partner with an experienced business advisory consultant who provides practical recommendations, shares best practices, and helps keep your implementation on track.
Guided implementation plan
Follow a structured learning plan with e-learning, videos, and step-by-step guidance so your team can understand the methodology, support implementation, and build momentum across the firm.
Get the guidance and coaching to implement with confidence
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Connect with a community of advisory-minded practitioners and access ongoing support as your firm builds and expands advisory services.
Advisory webinars with your peers
Join CPE-qualified webinars featuring Practice Forward graduates and support from Advisory Consultants. Learn practical strategies for expanding advisory services, responding to industry trends, and improving client relationships and firm profitability.
Office Hours – Ask an Advisory Consultant
Join interactive virtual sessions to ask questions, share ideas, and learn from other firms building advisory services, with guidance from an Advisory Consultant.
Practice Forward Group
Take advantage of new and improved tools, an extensive library of recorded webinars, the Pulse of the Practice podcast, and opportunities to share your insights and expertise with this online collaboration platform for Practice Forward members.
Peer Power Hour
Connect with peer firms in a virtual roundtable designed to spark conversation, share practical insights, and support your advisory growth.
Empowering Firm Staff: Essential Skills for Operational Excellence Education Workshop
Support administrative and operational team members with self-study learning focused on firm workflows, operations, and the impact of their roles on the firm and its clients. With tools, templates, exercises, worksheets, and a guided learning plan, participants can improve efficiency, strengthen business operations knowledge, build client relationship skills, and join optional virtual group sessions for peer collaboration and best-practice sharing.
Connect with peers, learn from experts, and keep building momentum
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Questions about Practice Forward? We're here to support you.
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