today's features
advisory & consulting

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 empathy | woodard: move past reports; deliver results | advisory-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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barry melancon on 4impactdata

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2022年世界杯抽签

bissett launches mastermind group

exclusive membership helping accountants master pricing, confidence, and client growth.

only 100 seats are available for this first-of-its-kind whatsapp-based membership.

by 卡塔尔世界杯常规比赛时间

martin bissett, an internationally recognised advisor to the accounting profession, has unveiled the silver bullet 100 membership, a brand-new programme designed to give accountants and bookkeepers direct, year-round access to his most in-demand growth strategies.

learn more and secure your place today:
https://martinbissett.com/silver-bullet-membership/

for the first time ever, bissett is delivering his frameworks exclusively through a private whatsapp group, making it simple for members to receive and act on expert insights each week.

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advisory & consulting

ladd: start advisory with empathy | it’s not just the numbers

by starting with conversations and clean books, accountants can deliver clarity, confidence, and real results.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
 sponsored by 4impactdata: start delivering scalable advisory in weeks–not months: see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

it’s not just the numbers
with penny breslin and damien greathead
for 卡塔尔世界杯常规比赛时间

4impactdata: 10x your advisory.
not your headcount

when accountants and advisors talk about “advisory services,” the conversation often drifts toward models, frameworks, and numbers. advisory is explained through dashboards, kpis, forecasts, and ratios. however, sometimes in our focus on data, we forget the human side —the fact that behind every balance sheet is a business owner who is stressed, overwhelmed, and often lonely. 

more penny breslin and damien greathead | more advisory & consulting | buy “it’s not just the numbers”

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

that’s where voices like steven ladd’s come in. in a recent it’s not just the numbers podcast “after hours” session, ladd shares his journey from engineer to entrepreneur to trusted advisor for small business owners. his insights reveal why advisory services are more than just financial analysis. they’re about empathy, connection, and equipping business owners with clarity. 

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advisory & consulting

advisory-cas ascending: what research reveals about the future

clients have said what they want. are you ready to provide it?

by hitendra patil
client accounting services: the definitive success guide

understanding what advisory really is is only half the challenge. the real question is: “where is it all heading?”

what are the hard truths behind the excitement, and why do so many firms still feel like they are in the early stages when it comes to client advisory services? let’s take a closer look at what the data tells us about the exciting future of advisory services.

more by hitendra patil: the dna of advisory-cas | advisory is not consulting | what exactly is client advisory services? | review your cas offerings | cas prospects want proof? you’ve got that | what ai ceo’s warning means (and doesn’t) for accountants | ditch the sales pitch | how to get cas clients to blow your horn | four questions for choosing cas clients | what is your firm’s marketable value? | seven tips for cas marketing | twelve things that kill your cas profits
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the numbers don’t lie: cas is no longer just a trend. it is a fundamental shift.

let’s explore insights from one of the biggest cas research surveys ever done. this rich and meaningful data draws us in and inspires us to think more creatively about how advisory services can evolve in the years to come.
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