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One Hundred Clients, One Advisor

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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.

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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?
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Nancy McClelland: Bookkeepers Need a Safe Space to Collaborate | The Disruptors

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Bookkeepers often feel less empowered than tax professionals.

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The Disruptors
With Liz Farr
For CPA Trendlines

Nancy McClelland wants to do more than just run her firm, The Dancing Accountant. She has two big passion projects that are creating the conversations and collaborations this profession desperately needs. Her community, Ask a CPA, aims to bridge the gap between bookkeepers and tax professionals. She also co-hosts a podcast with Questian Telka, She Counts, which provides a safe space for women in accounting to discuss real issues.

MORE STREAMING: Cannon: Busy Season is Self-Inflicted | Carroll: When One Person Can Break the Firm |  Rampe: Build a Roadmap Even When the Road’s Not There | Chang: Killing SALY, One Agent at a Time | Vanover: 5-Star Firms Don’t Bill by the Hour | Kless: Profit Is a Result. Flourishing Is the Purpose | Whitman: Build Culture on ‘Progress,’ Not Change | Shein: No PE? No M&A? No Problem | Hood and Weber: Time to RISE | Proctor: Turn Dumb Ideas into Brilliant Solutions | Carter-Gray: How 1 Poor Review Strengthened the Firm | Hartman: Upwork to “40 Under 40” in 3 Years |

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McClelland started the Ask a CPA Community when she noticed “this big gap that wasn’t about technical knowledge. It was about permission, about permission to collaborate.” While “bookkeepers are often the closest person to the financial truth of a business,” historically, “they’ve been positioned as subordinate to tax preparers, just sort of expected to hand off things and hope that they did it right,” McClelland explains.

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Bradley Burnett: ERC Trap Threatens Thousands of Taxpayers

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Bradley Burnett

While cases stall, the right to sue could expire.

By CPA Trendlines Research

Thousands of business taxpayers still battling Employee Retention Credit disallowances could lose their right to sue the IRS in 2026 because the two-year refund-suit deadline keeps running while cases sit in IRS examination or Appeals, a risk tax attorney Bradley Burnett calls part of a “colossal mess” of statute traps, litigation risks and unresolved audits.

The National Taxpayer Advocate estimates roughly 28,000 taxpayers may be affected, prompting the IRS to roll out a special Form 907 extension process for certain ERC claimants approaching the deadline.

CPE WEBINAR

Covid ERC in 2026: Picking Up the Pieces: Which Are Ticking Time Bombs?

With Bradley Burnett, J.D., LL.M.

Thursday, June 18, 1-4 p.m. ET

Register | Learn more

“What is left … a colossal mess,” Burnett tells CPA Trendlines Academy attendees. “Some of those broken pieces out there may be time bombs.”

The filing window has closed. The refund fights have not.

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Only Timely Advice Has Value

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Meditative businessman is pondering time management while surrounded by alarm clocks

Four key elements for implementation.

By Hitendra Patil

Good-fit clients who hire professional accountants usually expect more than just basic bookkeeping or tax preparation. They seek deeper, more strategic value.

What they truly value is advice that is specific, insightful and actionable, which helps them:

  • Make better business decisions
  • Reduce financial risks
  • Grow with confidence

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However, even the most brilliant advice can become irrelevant if it comes too late. More than the brilliance of the advice, the value of advice is often judged by its timing. In the world of advisory, insight delivered too late might as well not be delivered at all.
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Find the Right Advisory Opportunities Faster

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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.

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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.
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