by Lynda Steffens | Oct 14, 2024 | Advisory
Is your firm feeling the pinch from shrinking margins and increasing competition? Are you frustrated by a team that’s stuck in the compliance mindset, leaving you to shoulder the advisory work alone? Maybe you’re drowning in a sea of clients, buried under too much...
by Lynda Steffens | Oct 2, 2024 | Advisory
Inspired by The Lifestyle Accountant Show Podcast with Meryl Johnston and Jason Andrews Let’s be honest—most accountants would rather balance a complex set of books than sell a service. Selling can feel awkward, pushy, and frankly, outside our comfort zone. We didn’t...
by Lynda Steffens | Sep 25, 2024 | Advisory
A (Slightly Biased) Comparison of Financial Frameworks and How the Business Metamorphosis® Model Can Help. As the accounting profession continues to evolve, the role of the accountant is expanding beyond traditional compliance work into more strategic advisory...
by Lynda Steffens | Jul 25, 2024 | Advisory
Curiosity might have killed the cat, but it’s the secret sauce that breathes life into advisory relationships! Embracing curiosity can be transformative for accountants transitioning from compliance to true advisory roles. Let’s dive into why curiosity is essential...
by Lynda Steffens | Jul 10, 2024 | Advisory
Ever felt like your passion for accounting is waning? Maybe you’re tired of feeling like the bearer of bad news every tax season. Do you often feel like accounting doesn’t get the respect it deserves? Well, it’s time to change that. The accounting industry has the...
