today's features
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.
barry melancon on 4impactdata
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bissett launches mastermind group
exclusive membership helping accountants master pricing, confidence, and client growth.
only 100 seats are available for this first-of-its-kind whatsapp-based membership.
by 卡塔尔世界杯常规比赛时间
martin bissett, an internationally recognised advisor to the accounting profession, has unveiled the silver bullet 100 membership, a brand-new programme designed to give accountants and bookkeepers direct, year-round access to his most in-demand growth strategies.
learn more and secure your place today:
https://martinbissett.com/silver-bullet-membership/
for the first time ever, bissett is delivering his frameworks exclusively through a private whatsapp group, making it simple for members to receive and act on expert insights each week.
ladd: start advisory with empathy | it’s not just the numbers
by starting with conversations and clean books, accountants can deliver clarity, confidence, and real results.
this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by 4impactdata: start delivering scalable advisory in weeks–not months: see today’s special offer
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it’s not just the numbers
with penny breslin and damien greathead
for 卡塔尔世界杯常规比赛时间
when accountants and advisors talk about “advisory services,” the conversation often drifts toward models, frameworks, and numbers. advisory is explained through dashboards, kpis, forecasts, and ratios. however, sometimes in our focus on data, we forget the human side —the fact that behind every balance sheet is a business owner who is stressed, overwhelmed, and often lonely.
more penny breslin and damien greathead | more advisory & consulting | buy “it’s not just the numbers”
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that’s where voices like steven ladd’s come in. in a recent it’s not just the numbers podcast “after hours” session, ladd shares his journey from engineer to entrepreneur to trusted advisor for small business owners. his insights reveal why advisory services are more than just financial analysis. they’re about empathy, connection, and equipping business owners with clarity.