Events

Many CPA firms are looking to expand into advisory services, but few have a clear view of what that transition looks like in practice. This session offers a candid, real-world perspective from inside a firm that successfully evolved beyond traditional compliance work while maintaining operational stability.

Led by a managing partner with firsthand experience building and scaling advisory services—and navigating that growth through acquisition—the webinar focuses on practical insights rather than theory.

Participants will gain a clearer understanding of how advisory services develop in reality, the cultural and operational challenges firms face, and how leadership, staffing, and pricing models must evolve to support higher-value client work without compromising core compliance revenue.