what exactly is client advisory services?

remember, you’re the expert.

by hitendra patil
client accounting services: the definitive success guide

i attended the aicpa engage 2022 conference in early june, where dan hood, the editor-in-chief of accounting today, stopped by for a brief chat. of course, me being the author of the first and only book on client accounting services, the conversation quickly turned to cas 2.0, specifically regarding the “advisory” services opportunity that everybody at engage22 seemed to be discussing.

more by hitendra patil
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the meaning of “advisory” changes as titles and services evolve. but what does it mean for clients and accountants today? everyone talks about “advisory,” but few can define it clearly.

in this post, let’s ditch the buzzwords and talk about what advisory actually looks like when you are the one doing the work. you will explore the nature of advice, why firms struggle to define and deliver it, and what it really means to operate as an advisory-first professional. this is the starting point for turning intent into impact.