How to Transition from Compliance-Based Revenue to Advisory Profits in 6 Steps

CPAs, accountants, and bookkeepers across the United States possess valuable business, finance, and tax knowledge. Still, too often, they shy away from sharing their wisdom in a timely and actionable manner. This is a critical problem for businesses in our country because they’re missing out on the high-value advice that can often be the difference between succeeding or sinking. Furthermore, when accounting professionals are relegated to transactional compliance work, it can lead to frustration, burnout, and a negative impact on their lives.

The CPA2 program incorporates mindset shifts, tactics, and technology accounting professionals need to define advisory services. These tools will help you transition from being transactional and compliance-based to solving the issue of a lack of expert guidance for businesses and their owners while delivering the most value possible.

Learning Objectives:

• Recognize the value a more proactive advisor can bring to business clients 
• Outline how performing only transactional compliance work can lead to frustration and burnout
• Recall how to grow revenue, add value for clients, and lead a happier life through the CPA2 System