Practice Forward features
The tools, guidance, and support you need to build the firm of your dreams
Help your clients succeed, get paid for your value, and rediscover what you love about your profession — Practice Forward is the shortcut to make it happen
Immediately capture opportunities with premade templates and tools ready for you to personalize with your firm's branding.
Proposal templates
Empower your firm to engage clients and communicate with complete clarity using templates that provide a starting point to customize with firm-specific details and branding. Show your new and existing clients exactly what is — and is not — included in their engagement for advisory, compliance, and ongoing maintenance services.
Pricing tools
Confidently price your services and ensure you do not undercharge for the valuable advice, knowledge, and strategies you provide to your clients. Easy-to-use calculators help you set and determine firm-wide and client-specific engagement pricing.
Advisory delivery tools
Standardize advisory delivery; transfer knowledge to clients and staff; and build value in your services with deliverables, calculating worksheets, and educational client-facing presentations. Advisory topics include 1040 client advisory, entity structure planning, cash flow planning, and many more.
Continued methodology tools
Standardize how your firm engages with clients through topics like prospect acquisition, building a library of advisory delivery tools, evaluating and transitioning existing clients, and more.
Firm development tools
Align the inner workings of your firm to reflect your new business model through topics like firm measurement and goal setting, new client onboarding and pacing, recruiting and retention, structuring your advisory firm, and more.
Receive the customized coaching you need to implement Practice Forward methods so you can start growing your firm and better serve your clients.
Personalized consulting
Get the most out of Practice Forward by partnering with an experienced business advisory consultant. Your consultant will provide support and guidance, share best practices and recommendations, and hold you accountable for reaching your goals. Think of your consultant as your coach and sounding board, dedicated to helping you implement the best way forward for your firm.
Guided implementation plan
Navigate your implementation journey with ease and clarity. This learning plan provides e-learning, videos, and guidance so anyone from your firm can learn about Practice Forward and assist in the implementation.
Connect with a community of forward-thinking practitioners and access ongoing support for continuous progress on your advisory journey.
Office Hours – Ask an Advisory Consultant
Participate in interactive virtual sessions where you can freely ask questions, share your stories and ideas, and gain insights from other firms navigating their advisory journey, all under the expert guidance of 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.
Virtual peer engagement events
Connect with peers and build a strong network at the Peer Power Hour and Peer Collaboration Workshop. Engage in webinars, discussions, and roundtables to share experiences, exchange insights, and forge valuable connections. These events foster collaboration and innovation in a dynamic environment.
Advisory Connect at SYNERGY
Meet other Practice Forward members for an in-person event at SYNERGY, presented by your Advisory Consultants in collaboration with forward-thinking advisors.
Empowering Firm Staff: Essential Skills for Operational Excellence
Elevate administrative and operational teams with our virtual workshops for new and current accounting staff. Gain expertise through live sessions, tools, and exercises. Learn firm operations, improve efficiencies, and strengthen client relationships. Offered twice a year in four modules with limited seats.
From the Field: Peer-Led Webinars
Join our CPE-qualified webinar series with Practice Forward graduates supported by your Business Advisory Consultants. Discover real-world strategies on advisory services and industry trends to grow your practice and improve client relationships and profitability.
Connect, collaborate, and get the support you need to keep moving forward
Have questions? Contact a representative.
Questions about Practice Forward? We're here to support you.
800-968-8900
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