Here’s what you’re looking for: Eric Eager

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.

READ MORE →

ADVISORY & CONSULTING

One Hundred Clients, One Advisor

arrow breaks glass ceiling

Break the capacity ceiling in advisory.

By Eric Eager
10X Advisory

There’s a silent ceiling in most CPA firms that stalls advisory growth – and it’s not demand. It’s capacity.

Most firms max out around six to 10 advisory clients per advisor. That’s it. After that, quality starts to suffer. Conversations get delayed. Prep work takes over. And advisory becomes just another thing on the to-do list.

MORE by Eric Eager
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

But what if it didn’t have to be that way?

What if your advisors could serve 10X more clients – without burning out or cutting corners?
READ MORE →

GROWTH STRATEGIES

Find the Right Advisory Opportunities Faster

Leading firms move from fishing to targeted.

By Eric Eager
10X Advisory

Most CPA firms trying to grow advisory services fall into the same trap: they go fishing.

They cast a wide net – checking in with clients, holding open-ended discovery meetings and hoping something useful comes up. This manual, relationship-driven approach can work, but it’s painfully slow, hard to scale and hit-or-miss in identifying who actually needs help now.

MORE by Eric Eager
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

The intent is good. But in a world moving faster than ever, it’s no longer enough to wait for clients to reveal their needs. The firms that are winning aren’t just listening better – they’re looking smarter.
READ MORE →

ADVISORY & CONSULTING

A Simpler Path to Advisory Growth

smiling businessman on phone

If you’ve been asking “Where do we even start?” here’s your answer.

By Eric Eager
10X Advisory

Ask most firm leaders if they want to grow their advisory services, and the answer is yes – without hesitation. In today’s environment, advisory is no longer optional – it’s seen as the future of the profession.

But ask how they plan to do it, and the answers start to get fuzzy.

MORE by Eric Eager
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

“We’re going to talk to clients more.” “We’ll see what comes out of our planning meetings.” “We’re still figuring that out …”

It’s not hesitation – it’s overwhelming. Most firms already feel stretched thin, and the thought of building a whole new line of service, pricing model and delivery process can feel like trying to build a plane while flying it.
READ MORE →

ADVISORY & CONSULTING

Why Advisory Is Broken—And What Comes Next

From Strain to Scale: The New World of Advisory

By Eric Eager
Co-Founder and CEO
4impactdata 

For years, advisory services have been positioned as the future of the CPA profession. Conferences are filled with sessions on “moving up the value chain,” 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 Eric Eager’s special series on 10x advisory is available as an ebook, at no charge, from CPA Trendlines here.
MORE CAS | MORE Tech | MORE Advisory

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 guidance that’s real-time, relevant, and actionable. But most firms are still operating with a rearview mirror—offering valuable insights that often arrive too late to act.

The Real Problem Isn’t Value—It’s Scalability

Advisory is broken not because it lacks value, but because it lacks leverage. Teams are stretched thin. Capacity is limited. Work is being recreated client by client, one proposal at a time. The result? Growth becomes painful, quality becomes inconsistent, and advisors start to burn out.

Even worse, most firms find themselves in a constant trade-off: grow the number of clients or preserve service depth. You can’t do both without a new model.

But here’s where most firms get stuck: they don’t even know where to begin.

READ MORE →