Talk about the move to higher-value-added advisory services is all the rage in the profession, but while most people agree that shifting from historically focused compliance services to more future focused services makes conceptual sense, a lot of firms simply don’t know how to get there. Edi Osborne, CEO of Mentor Plus, has been advising CPA firms on making this change for years, and shares her roadmap for it in this interview.

Daniel Hood

Daniel Hood

Daniel Hood is editor-in-chief of Accounting Today and Tax Pro Today, and has covered the tax and accounting field for over 20 years.