When proper resources are in place, advisory services have become a natural area of growth for accounting firms – positioning them to deepen client relationships and develop new, sustainable revenue streams.
According to Accounting Today's 2025 Advisory Services Survey, sponsored by Choreo, firms are highly interested in broadening their advisory service offerings, with 85% planning to grow their advisory practice over the next two years. But the research also shows that firms often struggle with how to do so effectively and sustainably. This is mostly due to challenges such as staff/capacity, workload management and communicating value to clients.
Download this research-based white paper to learn:
- Why growing advisory services should be a strategic priority
- How to effectively and sustainably offer advisory services
- The key to a successful partnership and referral arrangements
