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How Advisory-First Firms Can Work Fewer Hours, Charge More, and Keep Clients Longer
Your clients are learning tax strategies from TikTok influencers before hearing them from you. They're coming back asking why you didn't tell them about deductions they discovered on Instagram. You have the expertise, but you're buried in compliance work with an auto-responder promising callbacks in 48 hours. Meanwhile, firms offering tax advisory services are charging more, working normal hours, and building relationships so strong they get invited to clients' kids' birthday parties.
The firms still focused on transaction categorization and bank feed review are falling behind. When you're stuck doing repetitive tasks that AI can handle, you don't have time to communicate proactive strategies. Your clients need answers today, not next week. They're getting tax advice from social media because you're too busy with data entry to have strategic conversations.
Kedron Hilario, CPA and firm advisor with 15 years of experience, explains why compliance work is dead and why accounting advisory services are the only survival strategy. His firm was AI-shy at first, worried about security and whether AI-powered accounting would render their value obsolete. The opposite happened. The use of AI in accounting transformed their workflows, as processes that took multiple days, such as mailing depreciation schedules to 200 facilities on CDs, now take seconds. AI learns client patterns and automatically handles repetitive work. Now his team teaches clients how to read income statements, interpret KPIs, and make strategic decisions in real time. One client told him, "I can tell we're playing chess while our competitors play checkers." That's the difference. Compliance reports what happened. Advisory helps clients scale and strategize for what's next.
Stop letting compliance work consume your week while advisory first firms build the client relationships that drive retention and referrals. Explore Intuit Professional Tax Software to automate repetitive tasks so you can focus on strategic client conversations: https://accountants.intuit.com/tax-software/
Connect with the hosts: 🎙
Carrie Hammond: https://linkedin.com/in/cahammond
🎙 Lexi Bonicard: https://linkedin.com/in/lexibonicard
Follow Kedron Hilario:
💼 LinkedIn: https://www.linkedin.com/in/kedron-hilario-cpa-a187109a/
🔗 Website: https://www.cpaforsyth.com/
#ComplianceToAdvisory #AIinAccounting #AccountingAutomation #AdvisoryFirst #TaxAdvisoryServices #ClientRelationships #AIforCPAs #ProcessAutomation #ChessVsCheckers #TaxPro #IntuitTax #ProConnectTax #DeductThisPodcast
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By Powered By ProConnect TaxYour clients are learning tax strategies from TikTok influencers before hearing them from you. They're coming back asking why you didn't tell them about deductions they discovered on Instagram. You have the expertise, but you're buried in compliance work with an auto-responder promising callbacks in 48 hours. Meanwhile, firms offering tax advisory services are charging more, working normal hours, and building relationships so strong they get invited to clients' kids' birthday parties.
The firms still focused on transaction categorization and bank feed review are falling behind. When you're stuck doing repetitive tasks that AI can handle, you don't have time to communicate proactive strategies. Your clients need answers today, not next week. They're getting tax advice from social media because you're too busy with data entry to have strategic conversations.
Kedron Hilario, CPA and firm advisor with 15 years of experience, explains why compliance work is dead and why accounting advisory services are the only survival strategy. His firm was AI-shy at first, worried about security and whether AI-powered accounting would render their value obsolete. The opposite happened. The use of AI in accounting transformed their workflows, as processes that took multiple days, such as mailing depreciation schedules to 200 facilities on CDs, now take seconds. AI learns client patterns and automatically handles repetitive work. Now his team teaches clients how to read income statements, interpret KPIs, and make strategic decisions in real time. One client told him, "I can tell we're playing chess while our competitors play checkers." That's the difference. Compliance reports what happened. Advisory helps clients scale and strategize for what's next.
Stop letting compliance work consume your week while advisory first firms build the client relationships that drive retention and referrals. Explore Intuit Professional Tax Software to automate repetitive tasks so you can focus on strategic client conversations: https://accountants.intuit.com/tax-software/
Connect with the hosts: 🎙
Carrie Hammond: https://linkedin.com/in/cahammond
🎙 Lexi Bonicard: https://linkedin.com/in/lexibonicard
Follow Kedron Hilario:
💼 LinkedIn: https://www.linkedin.com/in/kedron-hilario-cpa-a187109a/
🔗 Website: https://www.cpaforsyth.com/
#ComplianceToAdvisory #AIinAccounting #AccountingAutomation #AdvisoryFirst #TaxAdvisoryServices #ClientRelationships #AIforCPAs #ProcessAutomation #ChessVsCheckers #TaxPro #IntuitTax #ProConnectTax #DeductThisPodcast