The myth vs. the reality.
By Frank Stitely
The Relentless CPA
Let’s get one thing out of the way: Becoming an advisory firm is not a mindset shift. It’s not about “finding your why.” And no, it’s definitely not as simple as bundling your services and slapping a higher fee on them.
MORE by Frank Stitely
We’ve spent the last three years transitioning to an advisory model, and the most accurate description I can offer is this: It’s a three-year construction project that you start without blueprints, building permits or working plumbing – and halfway through, someone hands you a violin and says, “Now you’re a musician.”
Still want to go advisory? Good. You should. But pack lunch, wear boots and bring a violin.
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