why advisory is broken—and what comes next
from strain to scale: the new world of advisory
by eric eager
co-founder and ceo
4impactdata
for years, advisory services have been positioned as the future of the cpa profession. conferences are filled with sessions on “moving up the value chain,” 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.
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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 guidance that’s real-time, relevant, and actionable. but most firms are still operating with a rearview mirror—offering valuable insights that often arrive too late to act.
the real problem isn’t value—it’s scalability
advisory is broken not because it lacks value, but because it lacks leverage. teams are stretched thin. capacity is limited. work is being recreated client by client, one proposal at a time. the result? growth becomes painful, quality becomes inconsistent, and advisors start to burn out.
even worse, most firms find themselves in a constant trade-off: grow the number of clients or preserve service depth. you can’t do both without a new model.
but here’s where most firms get stuck: they don’t even know where to begin.
