The future of the profession no longer offers answers in black and white … it’s all advice, and advice is gray.

As we head into the new year, a question I keep hearing from CPAs is: “How do I start raising my fees?”

‘De-commoditize’ yourself by filling the role technology can’t play.

Creating your perfect competitor makes you a better, more focused firm.

Your clients will never be satisfied, and that’s a good thing.

Learn to embrace disorder and uncertainty.

From a CPA’s perspective, the thing your clients value most is not a spreadsheet, financial statement or tax return; it’s the clarity you give them that helps them make better financial decisions.

If you don’t like change, you’ll like irrelevance even less.

When people get overwhelmed with too many choices, they usually take the safe way out and decide not to do anything.

Sadly, too many financial professionals assume it’s the client’s responsibility—not theirs—to be the orchestra leader who coordinates all the moving parts of their financial life.