the dna of advisory-cas

help your clients navigate with purpose.

by hitendra patil
client accounting services: the definitive success guide

i have witnessed it repeatedly: advisors who know the numbers inside and out but still struggle to provide genuine value.

why?

more by hitendra patil: the dna of advisory-cas | advisory is not consulting | what exactly is client advisory services? | review your cas offerings | cas prospects want proof? you’ve got that | what ai ceo’s warning means (and doesn’t) for accountants | ditch the sales pitch | how to get cas clients to blow your horn | four questions for choosing cas clients | what is your firm’s marketable value? | seven tips for cas marketing | twelve things that kill your cas profits
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numbers are merely data until you add context, strategy and foresight; this is where real advisory work begins.