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 gets you there.
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.
Free 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 building.
Every engagement is different. Your team's domain expertise shapes the output. These illustrate the kind of offerings accounting firms design in a single working day.
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.
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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.
What 'Sellable AI Offerings' Actually Look Like
Most firms know they need new AI-driven services. Few know what a finished offering looks like — the brief, the pricing, the delivery model, the first client conversation.
$15,000
Fixed fee. A full day with your senior team. 2–3 offerings ready to test with real buyers.
Book a Conversation30 minutes with Shawn Yeager. No pitch.