7 min read

How to Determine What Client Advisory Deliverables to Offer

By Aaron Sullivan on Dec 15, 2020 10:00:00 AM

There’s no denying that more and more firms are positioning themselves to offer their clients advisory services, and the reason is clear. Financial guidance is a cornerstone of business success, and business owners need a trusted advisor to provide a data-driven path to achieving their goals—and avoiding costly mistakes.

Topics: Accounting advisory services CAS client advisory services
6 min read

How to Beat the Big Firms by Leveraging Accounting Tech

By Aaron Sullivan on Apr 22, 2020 1:30:00 PM

Not everyone who’s familiar with Jody Padar knows why she’s nicknamed the Radical CPA. In addition to being considered a bit progressive with her online presence (check out her Twitter and LinkedIn pages), she’s passionate about leveraging quality technology to create a better accounting firm.

Topics: accounting technology The Radical CPA Accounting firm growth Accounting advisory services
10 min read

Why You Should Practice Accounting Advisory With Emotion

By Aaron Sullivan on Mar 18, 2020 8:58:00 AM


If there are specific people that business owners trust, their accountant is very high up on the list. Accountants watch over their clients’ finances, make recommendations for cost-saving and growth opportunities, and they ultimately provide their clients with advisory services on how their businesses can and should grow in the future.

Topics: The Radical CPA Accounting advisory services Emotional advisory Accounting firm tips coronavirus listen on the go

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