You Don’t Have a Confidence Problem – You Have an Information & Process One 

by Lynda Steffens | Sep 1, 2025 | Advisory

When I talk to accountants about advisory, there’s one thing I hear over and over again:  “I just want to feel more confident.”  Confident in what to say. Confident in when to say it. Confident in what to offer and how to offer it.  The truth...

Advisory Isn’t Even on the Menu (And That’s the Real Problem)

by Lynda Steffens | Aug 18, 2025 | Advisory

Why clients aren’t asking for business advisory and how you can change that, without doing it all yourself. Picture this. You walk into a beautiful restaurant. You’re shown to your seat. It’s a nice vibe. Good lighting. Great linen. But then… nothing. No menu.No...

Not All Advisory Is Created Equal: Are You Ready to Step Up?

by Lynda Steffens | Aug 18, 2025 | Advisory

“Advisory” has become the accounting industry’s version of activewear everyone’s wearing it, but not many are doing the actual heavy lifting. The word gets tossed around like confetti. Anything that isn’t tax returns or financial statements? Sure, let’s just call it...

Advisory Is Not a Service Line – It’s a Business Model (and a Mindset Shift We Can’t Ignore)

by Lynda Steffens | May 21, 2025 | Advisory

What if I told you that advisory isn’t just a menu item you add to your firm – it’s the whole kitchen? That might sound a bit dramatic (I do love a flair for the dramatic) but stay with me. This one’s important for scaling advisory across...

Advisory Relationships Made Simple: What Every Accountant Needs to Know

by Lynda Steffens | Feb 26, 2025 | Advisory

In accounting, “compliance” and “advisory” represent two very different client relationships. Compliance is necessary for meeting legal and financial obligations, while advisory is discretionary, helping clients thrive and achieve their goals....