why advisory is broken. and what comes next
it starts with a conversation.
by eric eager
10x advisory
for years, advisory services have been positioned as the future of the cpa profession. conferences are filled with “moving up the value chain” sessions, and firm leaders are under growing pressure to make the shift. but here’s the hard truth: most firms are still trying to deliver tomorrow’s services using yesterday’s methods.
more client accounting services here | more tech and fintech here | more: steven ladd: start advisory with empathy | woodard: move past reports; deliver results | advisory-cas ascending: what research reveals about the future
long discovery meetings. manual analysis. generic powerpoint decks. pricing models built on billable hours instead of business outcomes. these are the hallmarks of the old world of advisory—time-intensive, inconsistent, and hard to scale.
and they simply don’t hold up anymore. today’s business owners are moving faster, expecting more, and looking to their advisors for real-time, relevant, and actionable guidance. but most firms are still operating with a rearview mirror—offering valuable insights that often arrive too late to act.