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...
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....
by Lynda Steffens | Feb 21, 2025 | Advisory
When it comes to compliance work, the value proposition is simple. Business owners know they need to lodge a tax return or file regulatory documents. Compliance sells itself—it’s mandatory. No convincing is required. Advisory services, however, are a different story....
by Lynda Steffens | Jan 20, 2025 | Advisory
Let’s be honest: if accountants had a dollar for every time someone told us we needed to “sell more,” we’d have stopped working ages ago. Selling is like karaoke—everyone assumes it’s easy, but when you’re the one holding the mic, it feels awkward,...
by Lynda Steffens | Jan 13, 2025 | Advisory
Have you ever had a client say, “Hey, I’d like to buy some advisory services”? Of course not. And here’s the kicker: that doesn’t mean they don’t need it. They just don’t know what it is—or what it could mean for them. Now, pause for a moment. Think about your...
