Digital CPA by CPA.com
Advisory Reimagined with Dave Hartley: Talent, Technology, and Transformation
May 16, 2024
Dave Hartley, a leading advisory expert from Anders CPAs + Advisors, shares insights on the transformative trends in accounting. He discusses the rapid growth of advisory services and its significance for the profession. The conversation highlights essential strategies for effective change management and building an innovative advisory practice. Hartley emphasizes the need for technology integration and evolving skill sets, focusing on adaptability and relationship-building to attract top talent in the industry. Tune in to gain valuable perspectives on shaping the future of CPA advisory services.
39:30
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Quick takeaways
- Effective change management and a clear communication of vision are essential for CPA firms to successfully expand into advisory services.
- Attracting and retaining top talent in advisory requires firms to showcase diverse career paths and provide opportunities for mobility within service lines.
Deep dives
The Evolution of Advisory Services
The landscape of advisory services within CPA firms is transforming, driven by the need for non-traditional offerings beyond tax and audit. As firms strive for growth, they must adopt change management practices that help employees understand the significance of expanding into advisory services. Leaders must communicate the rationale and establish a clear common vision, as confusion can arise from a lack of understanding. Embracing a culture that accepts and learns from failure is also essential, as not all new service lines will succeed immediately, which contrasts with the traditionally risk-averse nature of CPA practices.
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