SPECIAL

Advisory Opportunities Emerge from Core CAS Offerings

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two women talking while seated at a table

Think about where your insights originate.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

“We want to offer outsourced CFO and advisory services.”

It has become an increasingly common intent of accounting firms of all sizes.

MORE by Hitendra Patil
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This article demonstrates how compliance, accounting and reporting can serve as doorways to deeper insights, more strategic conversations and higher-value advisory relationships.

Technology automation, artificial intelligence and more innovative solutions seem to make it even more logical for accountants to feel that the future is more about advisory services than ever before.
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Helwig: Strategic Internal Comms Power Growth & Retention | Gear Up For Growth

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Keep employees engaged and connected with transparency and beauty.

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“In many organizations, there’s a great gulf in between employees doing the work, with no idea of the conversations happening with clients or recruits,” says Debra Helwig, Internal Communications and Events Director at Pinion, during her appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing.

“Internal communication can help bridge that gap and make sure the story makes sense to everyone, and that it’s consistent.” 

More Gear Up for Growth here. | 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

Helwig shares two critical takeaways for CPA firm leaders.  

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Five Common Pitfalls and How to Overcome Them

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man walking across marble floor with large holes in it

Transitioning isn’t always smooth sailing.

By Jackie Meyer

When I made the decision to shift from a compliance-heavy firm to an advisory-first firm focused on delivering measurable ROI, I wish I could say it was seamless. It wasn’t. This kind of transformation brings new opportunities, but it also brings challenges – some that you can anticipate, and others that take you by surprise. The key to success isn’t avoiding challenges altogether (that’s impossible); it’s learning to navigate them when they arise.

MORE: Will Your Success be Incremental or Exceptional? | Your Balanced Millionaire Journey Begins Now | How to Cultivate Holistic Wealth | Five Hard-Earned Lessons from Exiting an Accounting Firm | It’s Never Too Early to Plan Your Exit Strategy | Beyond Blocking: More Time Management Strategies | Reclaim Your Hours with Time Management and Productivity Hacks | How to Bring Core Values into Your Accounting Firm | Ten Key Guidelines for Accounting Staff | Hiring Strategies for Your Dream Team | The AI Revolution: Embracing Artificial Intelligence in Your Practice
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In this article, I want to help you understand the common pitfalls that can derail your progress and the practical steps you can take to overcome them. Whether it’s dealing with clients who are stuck in the old model, learning to price confidently or avoiding burnout, there are solutions to keep you moving forward.
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Your Team Needs to Know Its Purpose

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people gathering in the shape of an arrow

Clarity is the key.

By Anthony Zecca
Leading from the Edge

Many of you who are reading this might be too young to appreciate the story I share below about my childhood.

MORE by Anthony Zecca
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I have always been a huge football fan. I played football in high school until a knee injury cut short my road to the NFL (just kidding), but my love of the game continues to this day. When I was a kid, there was a football game that I received one Christmas that I spent countless hours playing. The game was powered by electricity. The game board was designed as a football field, and there were 22 little plastic players that would form two teams. The players were about 2 to 3 inches tall, with a rubber piece on the bottom that had two flanges that you could move directionally and in theory affect how the piece would move on the board once the power button was hit.
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