By starting with conversations and clean books, accountants can deliver clarity, confidence, and real results.

It's Not Just the Numbers

With Penny Breslin and Damien Greathead

For CPA Trendlines

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. 

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.