the power of 10x: achieving ai-powered growth for cas advisory

from historian to navigator: building a 10x advisory firm

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a new handbook from 卡塔尔世界杯常规比赛时间, 10x advisory in the ai era, distills proven operating models and tools for firms seeking to grow advisory capacity, to price on value, and to institutionalize delivery.

available for instant download at no charge here

authored by eric eager, founder and ceo of 4impactdata, the handbook reflects the firm’s ai-powered technology that enables cpa firms to scale client accounting services without adding staff.

“firms do not scale advisory by working harder,” says rick telberg, ceo and editor-in-chief of 卡塔尔世界杯常规比赛时间. “they scale by redesigning the work, institutionalizing delivery, and pricing outcomes. this handbook shows a safe, simple, and fast path to do exactly that.”

designed for firm leaders, practice managers, and advisors, the ebook organizes ten concise chapters into an end-to-end roadmap: start, target, productize, price, train, and scale. each chapter translates research and field-tested practices into actionable steps, templates, and metrics.

in 10x advisory in the ai era, eager delivers:

  • a start-here sequence for the first 90 days of building advisory
  • a targeting framework linking icp, offer, and channel to pipeline quality
  • capacity design for “100 clients, one advisor” with throughput-first workflows
  • forward-looking “navigator” meeting structures and artifacts
  • dynamic pricing menus that align value, risk, and timing
  • a repeatable talent ladder from apprentice to advisor
  • institutionalization tactics: playbooks, platforms, and shared services
  • impact-focused metrics and a simple economic model for 10x scale

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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why advisory is broken. and what comes next

it starts with a conversation. 

by eric eager
10x advisory

for years, advisory services have been positioned as the future of the cpa profession. conferences are filled with “moving up the value chain” sessions, and firm leaders are under growing pressure to make the shift. but here’s the hard truth: most firms are still trying to deliver tomorrow’s services using yesterday’s methods.

more client accounting services here | more tech and fintech here | more:  steven ladd: start advisory with empathywoodard: move past reports; deliver resultsadvisory-cas ascending: what research reveals about the future

long discovery meetings. manual analysis. generic powerpoint decks. pricing models built on billable hours instead of business outcomes. these are the hallmarks of the old world of advisory—time-intensive, inconsistent, and hard to scale.

and they simply don’t hold up anymore. today’s business owners are moving faster, expecting more, and looking to their advisors for real-time, relevant, and actionable guidance. but most firms are still operating with a rearview mirror—offering valuable insights that often arrive too late to act.

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