CLIENT SERVICE OPPORTUNITIES

Blake and Pryor: From a $550K Tax Bill to Near $0 | Big 4 Transparency

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Integrated planning, not heroics, creates life-changing outcomes for clients.

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Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

What happens when you fuse a CPA firm with a wealth advisory under one roof and design the operations from a blank page? In this two-guest episode of the Big 4 Transparency, host Dominic Piscopo sits down with Owen Pryor and Steve Blake, managing and senior managing advisors at Evans May Advisory, the sister firm to Evans May Wealth Advisory. Their premise is simple and radical: serve the client with unreasonable hospitality, align wealth and tax strategy, and deliver family-office convenience to high-net-worth families and growing owner-operated businesses. 

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Pryor and Blake describe a system built on proactive data sharing (with client consents in place) so the firm, not the client, chases documents, coordinates advisors, and executes. The impact shows up in small, high-leverage wins (e-paying taxes and killing paper vouchers, physically banking clients’ mailed checks twice a week, fully recording receivables) and in headline outcomes (structuring a family-farm sale from an estimated $550,000 tax bill to near $0 through planning; spotting missed depreciation and back-catching via Form 3115; introducing lesser-known international strategies like ICDIS where relevant). The result is relief for clients and measurable ROI that converts conversations into scope. 

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Weak Business Models Exposed | Gear Up For Growth

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AI accelerates advisory work, but only if firms rethink pricing and risk.
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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

On this episode of Gear Up for Growth, host Jean Caragher sits down with John Higgins, founder and CEO of Higgins Advisory, to explore how ChatGPT and generative AI are reshaping advisory services, pricing models, and the way CPAs work.

Higgins is blunt about the opportunity—and the risk. “AI and ChatGPT-type tools can become your advisory services assistant,” he says. “They help CPAs communicate better as advisors and focus on what matters most for each client. But you can’t let them turn into a way of giving away your time.”

Gear Up for Growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. More Gear Up for Growth every Friday here.|  More Capstone Conversations with Jean Caragher every Monday | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here

For decades, CPAs have been told they need to “become more advisory.” The challenge hasn’t been belief—it’s been execution. Many practitioners equate advisory with answering questions accurately, rather than proactively guiding decisions.

Generative AI changes that equation.

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Gallegos: HR1 Is Signed; the Advisory Clock Is Ticking | Big 4 Transparency

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Break down the new law, the unanswered questions, and why waiting for certainty is a strategic mistake.

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Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

What does it take to turn dense tax law into business wins? In this episode of the Big 4 Transparency, host Dominic Piscopo sits down with Mark Gallegos, tax partner at Porte Brown, to explore how a self-described “tax geek” became an eminence engine by teaching, writing, and speaking across the country while translating the new HR1 legislation into clear moves for clients. 

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Gallegos serves on the AICPA Strategic Tax Reform Advisory Group (“strike force”), where volunteer experts parse bills, surface practitioner pain points, and help shape the letters and asks that go to Treasury, IRS, and Capitol Hill. That inside track, pressure-testing interpretations with national peers, feeds his day job: delivering 50,000-foot explanations that prompt the most valuable question in professional services: “What should we do next?” 

Gallegos and Piscopo dive into HR1’s planning levers. 

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Make Distinctive Service a Process

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Businesswoman in a meeting with a male colleague smiling at him as they sit at a table discussing paperwork over coffee

What a client service plan can add.

By Domenick J. Esposito
8 Steps to Great

Derived from the understanding that each client has a different set of needs, your firm needs to develop a client service plan that tailors your services to match client needs.

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The client service plan ensures the highest level of quality service by focusing your engagement team on exceeding a client’s expectations.
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AI’s Already in Your Workflow…| It’s Not Just the Numbers

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The question is: Do you know what it’s doing?

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Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

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It’s Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines

Build a 7-figure firm in just 4 hours a week!

Artificial intelligence has arrived in accounting, but not in the way many expected. It’s not a single app or a single process. It’s everywhere, embedded in workflows, changing how firms scope engagements, price cleanup work, and train their people. 

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In the latest episode of It’s Not Just the Numbers, co-hosts Damien Greathead and Penny Breslin explore how AI reshapes the day-to-day work of accounting firms. Their conversation moves beyond theory to real-world examples of how AI is being used in client engagements, what it means for team development, and why critical thinking, not coding, is the skill every firm must cultivate next. 

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