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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. Too often, though,...

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....

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, cringe-inducing,...

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...

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...

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...

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...

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...

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...