RESOURCES & VENDORS

Why Advisory Is Broken. And What Comes Next

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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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How TaxDome and Juno Just Changed the Tax Tech Game

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TaxDome unveils AI-driven workflow to Challenge Aiwyn, Canopy, Karbon.

Workflow warriors: Juno’s Haase, left, and TaxDome’s Radzinsky

 

By CPA Trendlines Research

TaxDome and Juno are launching the accounting industry’s first fully integrated, end-to-end tax workflow solution, an automation-powered platform uniting proposal to payment under a single login.

MORE in Tech | Aiwyn Enters Race for the All-in-One Practice Management Platform | Is Practice Management Having Its Moment?

The rollout lands at a pivotal moment in a fiercely competitive practice management software market, where venture capital, artificial intelligence and consolidation are redrawing the digital map for tax and accounting firms.

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Sy Goldberg’s Guide to the New Retirement Distribution Rules

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Sy Goldberg at his best: Frank. Outspoken. Unfiltered. Unreserved. Unvarnished. Unedited.

PREVIEW: Unmute for sound

CPA Trendlines Research is pleased to present Sy Goldberg’s 112-minute program covering the new required beginning date for starting distributions from retirement accounts.

Buy Now | Learn More

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Where Intuit Is at with Accountants

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Why vendors need to start with “why.”

Ted Callahan, Intuit director of accountant partnership and strategy: “An industry transforming itself.”

 

By Seth Fineberg

Unless you’ve been under a rock in the accounting profession, you know that Intuit—makers of some of the most widely used tax and accounting products on the U.S. market—has caused quite a stir within the profession in recent weeks, making some wonder where they stand with the software giant.

MORE: History Could Help Accountant-Vendor Relations | Accounting Needs a ‘Rethink’ Not a ‘Rebrand’ | Big Change Comes with Deep Reflection | Three Ways to Raise the Bar for Your Business
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For quick review, a growing number of accountants that use of the company’s QuickBooks Online product have had to consider how to pass on rising costs of using the product, on top of where they stand with the company and its seemingly competing QuickBooks Live service. Then, more recently, Intuit began running national TV ads promoting its TurboTax Live service with the message of “break up with your accountant.”

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