The Silver Bullet in Advisory Conversations with Adam Hale

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