Jason On Firms Podcast 539 The $1,000/hr Accounting Service No One Talks About
Nov 14, 2025
In a discussion with Dan Luthi, an expert in advisory services, listeners dive into the world of high-margin advisory work in accounting. Dan reveals the secrets behind charging $1,000 for a single monthly call, emphasizing the importance of framing advisory around ROI. He shares insights on transitioning from transactional work, recognizing scope creep, and cultivating inbound advisory opportunities. With practical tips on client selection and leveraging technology, Dan illustrates how firms can unlock their advisory potential without burning out.
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Advisory Commands Higher Margins
- Dan Luthi's advisory packages for small clients range $1,000–$5,000 per month and outperform CAS on margins.
- Advisory yields roughly 6–7x comp versus ~4x for bookkeeping in his firm.
Client Pulled Him Into Advisory
- Dan started as an on-site transactional CAS bookkeeper and was pulled into a fractional controller role by client need.
- That client push launched his transition into advisory work.
Scope Selectively; Train Your Team
- Pick and choose which clients to offer advisory to instead of selling it to everyone.
- Train staff to flag requests and pass them up the line for evaluation.