Are We Starting Advisory at Step 4?

Are We Starting Advisory at Step 4?

Over the past few months, I’ve had a number of conversations with accountants that have made me think differently about why advisory continues to feel so difficult to implement. When we talk about advisory, we tend to jump fairly quickly to the work itself. What...
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...