Accounting Firms
You know compliance revenue has a ceiling. Build the advisory offerings that replace it.
Everyone says “move to advisory.” The hard part is turning that into specific offerings a client can buy. A full day with your senior team and you leave with 2–3 new offerings, specified and priced.
The pressure accounting firms are facing right now.
Compliance Commoditization
Compliance work, the foundation of most firm revenue, is being automated faster than anyone expected.
Client Disintermediation
Clients see AI doing their bookkeeping and wonder why they need a CPA firm at all.
Advisory Pricing Gap
Advisory services are the obvious pivot, but nobody on the team knows how to price or sell them.
The Big Four invested more than $10 billion in AI since 2023 and are targeting mid-market clients that never justified their fee structures before. Meanwhile, 340,000 accountants left the profession in five years and 75% of CPAs are approaching retirement. AI-native companies like Rillet are building to close books without accounting firms at all. Sequoia Capital mapped accounting as a $50–80 billion autopilot opportunity. Firms with significant advisory revenue already earn 30%+ higher monthly recurring revenue than compliance-focused firms.
Assessment
See how your firm compares.
8 minutes. You get an assessment showing where your firm has real commercial gaps, how you compare to peers in your vertical, and a report you can take to your next partner meeting.
See Where You StandWhat firms like yours are designing in the Workshop.
Every engagement is different. Your team’s domain expertise shapes the output. These are the kinds of offerings accounting firms leave with, specified and priced. Your team or an implementation partner builds and tests them with named clients.
AI-powered financial health monitoring
Continuous analysis of client financials with proactive alerts. A subscription service, not an annual engagement.
Strategic tax planning advisory
AI handles the data crunching. Your team handles the strategy. Sold on value, not hours.
Fractional CFO service for mid-market clients
AI-augmented financial oversight for companies too small for a full-time CFO. Recurring monthly revenue.
Related reading
Sequoia Just Put a Trillion-Dollar Bounty on Your Business
Sequoia Capital told its portfolio companies that the next trillion-dollar company won’t sell software. It will sell the work professional services firms do now.
Your Team Won’t Cannibalize Their Own Work
Asking your senior people to identify what AI can replace is asking them to flag parts of their own job that might disappear. That conversation needs a different structure.
The Music Industry Made This Mistake. Your Firm Is About to Make It Again.
Labels fought streaming. Banks missed the shift to fast, cheap digital payments. Enterprise software vendors treated cloud as cheaper hosting. The same pattern is playing out in professional services right now.
$15,000
Fixed fee. A full day with your senior team. 2–3 new offerings your team or an implementation partner builds and tests.
Book a Conversation30 minutes with Shawn Yeager. No pitch.