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Advisory Reimagined with Dave Hartley: Talent, Technology, and Transformation

Digital CPA by CPA.com

CHAPTER

Evolving Advisory Services in CPA Firms

This chapter explores the critical role of advisory services in attracting and retaining talent within the CPA profession. It discusses the need for firms to innovate service offerings beyond traditional tax and audit, with a focus on strategic planning and market demands. The conversation highlights the differences in managing advisory services compared to traditional practices, emphasizing the importance of specialized KPIs and a dynamic work environment.

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