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Unlocking Profitability: Embrace Advisory Services and Client-Centric Solutions with Simon Severino

The Modern CPA Success Show

CHAPTER

Navigating the Shift to Advisory Services

This chapter explores the speaker's unique journey from philosophy to strategy consulting, focusing on the evolving landscape of accounting firms. It emphasizes the shift from traditional tax services to advisory roles, highlighting the strategic changes needed for increased profitability through tailored financial reporting and automation. The discussion also addresses the competitive challenges posed by AI advancements and the importance of differentiating services to meet client needs.

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