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Every Profession Has a Framework.  Why Doesn’t Advisory?

Every Profession Has a Framework. Why Doesn’t Advisory?

Why professional judgement needs stronger foundations than software can provide. TSBP Thought Leadership Series Every profession has an underlying framework that quietly shapes the way its people think, make decisions and deliver consistent work. In accounting, it's...

The Year Things Change

The Year Things Change

Your clients deserve better. Small business deserves better. So do you. Another financial year is drawing to a close. Across the profession, firms are wrapping up tax planning meetings, reviewing team performance, discussing salary increases and career progression,...

Tax Planning is Advisory. But is it Actually Working?

Tax Planning is Advisory. But is it Actually Working?

1. The Season That Should Work It’s tax planning season, and for most firms that means a full calendar and a steady stream of client conversations focused on what’s coming next, not just what’s already happened. On paper, this is exactly what advisory is supposed to...

When Doing It Right Still Isn’t Enough

When Doing It Right Still Isn’t Enough

Something Has Shifted I’ve found myself stopping more often lately when I’m scrolling. Not because of something new or exciting, but because of what accountants are quietly sharing. Posts about being exhausted, feeling undervalued, wondering how much longer they can...

I Got Caught In My Own Advisory Trap

I Got Caught In My Own Advisory Trap

I was at a conference recently talking with a group of partners and directors about advisory. The pattern was familiar. All the ownership and responsibility sat with them. They were having 100% of the advisory conversations, making 100% of the offers, and carrying...