Adding Advisory Services

In today’s evolving marketplace, CPA firms can no longer rely solely on providing compliance services. Clients demand more from a trusted partner who can help them navigate their complex challenges. That’s where the advisory service model comes in.

We help CPA firms make the leap to offering advisory services, enabling them to unlock new revenue streams, deepen client relationships, and position themselves as indispensable business advisors.

We understand that building out an advisory model requires a blend of strategy, cultural change, and operational alignment. Our process is designed to guide your firm every step of the way:

1. Assess Your Starting Point

Evaluate your firm’s current service offerings, client base, and team capabilities to determine your advisory readiness. This can include:

Reviewing client segmentation to identify advisory opportunities.
Assessing technology and team skillsets.

2. Design Your Advisory Service Offerings

Select advisory services that fit your firm’s strategic vision and build out a business plan for each, such as:

CAAS.
M&A advisory and succession planning.
Business strategy.
Risk management and cybersecurity.

3. Make the Implementation Plan

Create the roadmap for implementing your advisory business plan, including staffing, skill set, and process changes necessary.

4. Market and Sell Your Advisory Services

We can assist with creating go-to-market strategies that resonate with your clients, including:

Defining your ideal advisory clients and understanding their wants and needs
Key talking points for each service line
Pricing strategies

Testimonials

“Rosenberg Associates's series provides detailed and thought-provoking insights into a myriad of the most important management issues facing partners in today’s accounting firms. The checklists and forms alone will save you thousands of dollars. Why recreate the wheel?”

Cornell Rudov, President
CPAsNET.com