Many accountants think that making the much-touted "move to advisory" means giving up their bread-and-butter compliance work, but in fact, the most successful firms of the future will be looking to balance the two -- serving their clients' ever-growing compliance needs and using the insights, data and deep relationships they gather from that as a foundation for a wide range of higher-value advisory services that set their clients on a path to success.
This report explores how firms can strike that all-important balance, covering topics like:
- How to create a roster of meaningful advisory offerings;
- Leveraging compliance-generated data to identify and support advisory services;
- Developing skill sets that bridge the gap;
- Building a tech stack that enables both types of services;
- And much more!