The CPA Advisory Show

The Silver Bullet in Advisory Conversations with Adam Hale

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Jeremy and Chris welcome one of the Godfathers of CAS, special guest Adam Hale. Adam is a co-founder at Summit CPA, now part of Anders CPAs. The key takeaways from the episode are:

  • The importance of being intentional and curious when asking questions to clients and understanding their businesses.
    • The benefits of implementing a productized service offering in public accounting and using cloud accounting tools to deliver it.
      • The value of synthesizing information from various sources to improve business performance and maintain client relationships.
        • The challenges associated with muddling through and figuring out the accounting business on one's own, and the importance of seeking out information and resources available through podcasts and the internet.
        • The benefits of building relationships with clients through advisory services and not just reporting, and the importance of starting questions with "what" or "how" to gain a deeper understanding of their businesses.

          • Follow the show on Twitter ⁠@CPAAdvisoryShow⁠

          Jeremy Wells on Twitter ⁠@JWellsCFO⁠

          Chris Hervochon on Twitter ⁠@ChrisHervochon

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          The CPA Advisory ShowBy Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA