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Empowering Business Owners with Proactive Advice

October 25, 2018 Geoffrey Gualano

Provide your clients with the advice they need to reach their business goals!

The role of the accountant is evolving. Thanks to cloud technology, accountants and bookkeepers are empowered to go beyond compliance work and provide better, faster advisory services. 

But what does the role of “advisor” actually look like? How do firms who focus on providing proactive advice operate behind the scenes? How do you choose apps and build workflows that will set your firm up for advisory success?

In this webinar, Hubdoc's Geoffrey Gualano and Deputy's Eric Sellers chatted with Peter Holtz and Monica Butch of Peter Holtz CPA, a full-service CPA firm based in California. As a Xero Gold Champion Partner and a Hubdoc Top 50 Cloud Accountant, Peter Holtz CPA has successfully adopted cloud accounting technology to increase efficiency and empower their small business clients with better advice.

Peter and Monica provided their expert insight into:

  • What to consider when providing advisory services
  • Selecting apps and building workflows that enable you to provide better advice, faster
  • Forging amazing client relationships and empowering small businesses

During the webinar, we provided a few links and additional resources – please find them below!


Looking for more information on how to enhance your firm's advisory services? Subscribe to the Hubdoc blog!

About the Author

Geoffrey Gualano

Geoffrey Gualano is the Director of Marketing at Hubdoc. He has a passion for customers and bringing products to market. An ex-musician and aspiring chef, he spends his free time cooking and listening to music. Follow his cloud bookkeeping journey in 'How I Learned Cloud Bookkeeping'!

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