𝐂𝐏𝐀 𝐯𝐬. 𝐂𝐌𝐀 — 𝐖𝐡𝐢𝐜𝐡 𝐂𝐫𝐞𝐝𝐞𝐧𝐭𝐢𝐚𝐥 𝐏𝐚𝐲𝐬 𝐎𝐟𝐟? William Spengler with Tom Wadelton and Adam Hale, CPA on Modern CPA Success Show Accounting professionals often ask us: “Should I get my CPA or CMA?” We put the two head-to-head to see which one truly commands a premium in the market — from total comp and career paths to industry demand and long-term ROI. At Frederick Fox, we place hundreds of finance and accounting pros each year — and the data doesn’t lie: these certifications can change your earning power and trajectory. Listen to the full podcast here: https://lnkd.in/eFkUM5mZ
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Are you giving away high-value advice for free while your revenue stays flat? Accounting firm owners often struggle to monetize the expertise clients already rely on. When strategic questions about cash flow, hiring, or growth come up, your advice is often viewed as a favor instead of a paid service. This leads to longer hours, lower income, and clients who see your firm’s services only as a compliance resource. In this episode, I break down the Advisory Value Ladder, a five-step framework to move clients from compliance work to paid advisory. You’ll learn how to structure conversations, deliver diagnostics that uncover opportunities, and position your services for measurable revenue growth. Three takeaways: Identify clients ready for advisory services without chasing new leads. Implement one paid diagnostic to capture immediate revenue. Transition clients from compliance to high-value advisory engagements. Discover how to start generating revenue from advisory conversations that are already happening and confidently price your services to reflect the value of your insights. Watch the podcast and learn exactly how to turn compliance work into consistent, high-value advisory revenue. If you want to double your income, working half the time, then Get Paid What You're Worth is a FREE resource for accounting professionals. Check out this 43-page e-book at https://lnkd.in/g9ci_2e Subscribe to the Accounting Firm Growth Strategies Podcast: https://lnkd.in/gn-tB368 #ValuePricing #AccountingFirmGrowth #QualityClients #WorkloadReduction #AdvisoryRevenue
How to Turn Compliance Clients into Profitable Advisory Relationships
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Are you still giving away expert advice for free? Many accounting firm owners don’t realize how much strategic insight they’re offering without compensation. When clients ask about hiring, pricing, or growth, those moments are advisory and they should be paid for. In this video, I share the Advisory Value Ladder. It's a five-step framework to turn compliance clients into profitable advisory relationships. Learn how to lead value conversations, use paid diagnostics, and position your expertise for scalable growth. Takeaways: • Spot clients ready for advisory services • Add a paid diagnostic that boosts immediate revenue • Elevate clients from compliance to strategy Discover how to increase income, attract quality clients, and reduce workload without adding more hours. #AccountingSuccess #AdvisoryGrowth #FirmOwnerTips #ValuePricingStrategy #SmallFirmAdvisor
Helping Accounting Professionals Double Their Income While Working Half The Time | Price and Profit Coach | Keynote Speaker
Are you giving away high-value advice for free while your revenue stays flat? Accounting firm owners often struggle to monetize the expertise clients already rely on. When strategic questions about cash flow, hiring, or growth come up, your advice is often viewed as a favor instead of a paid service. This leads to longer hours, lower income, and clients who see your firm’s services only as a compliance resource. In this episode, I break down the Advisory Value Ladder, a five-step framework to move clients from compliance work to paid advisory. You’ll learn how to structure conversations, deliver diagnostics that uncover opportunities, and position your services for measurable revenue growth. Three takeaways: Identify clients ready for advisory services without chasing new leads. Implement one paid diagnostic to capture immediate revenue. Transition clients from compliance to high-value advisory engagements. Discover how to start generating revenue from advisory conversations that are already happening and confidently price your services to reflect the value of your insights. Watch the podcast and learn exactly how to turn compliance work into consistent, high-value advisory revenue. If you want to double your income, working half the time, then Get Paid What You're Worth is a FREE resource for accounting professionals. Check out this 43-page e-book at https://lnkd.in/g9ci_2e Subscribe to the Accounting Firm Growth Strategies Podcast: https://lnkd.in/gn-tB368 #ValuePricing #AccountingFirmGrowth #QualityClients #WorkloadReduction #AdvisoryRevenue
How to Turn Compliance Clients into Profitable Advisory Relationships
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Are you giving away valuable advice during “quick questions” that never make it to an invoice? Those informal calls might be costing you thousands in missed revenue. In this video, you’ll discover the Advisory Value Ladder. It's a simple framework to naturally move clients from compliance work to paid advisory. Learn how to turn one-off advice into a recurring, profitable service that clients value. You’ll learn how to: ✅ Transition clients from compliance to advisory conversations ✅ Confidently introduce paid diagnostics that lead to higher-value work ✅ Build recurring advisory revenue without adding more hours If you’re ready to transform client trust into consistent income, this episode shows you how to take the first step. Watch now and start turning those “quick questions” into paid advisory revenue. #AccountingFirmGrowth #ValuePricing #AdvisoryServices #ClientAdvisory #BusinessSuccess
Helping Accounting Professionals Double Their Income While Working Half The Time | Price and Profit Coach | Keynote Speaker
Are you giving away high-value advice for free while your revenue stays flat? Accounting firm owners often struggle to monetize the expertise clients already rely on. When strategic questions about cash flow, hiring, or growth come up, your advice is often viewed as a favor instead of a paid service. This leads to longer hours, lower income, and clients who see your firm’s services only as a compliance resource. In this episode, I break down the Advisory Value Ladder, a five-step framework to move clients from compliance work to paid advisory. You’ll learn how to structure conversations, deliver diagnostics that uncover opportunities, and position your services for measurable revenue growth. Three takeaways: Identify clients ready for advisory services without chasing new leads. Implement one paid diagnostic to capture immediate revenue. Transition clients from compliance to high-value advisory engagements. Discover how to start generating revenue from advisory conversations that are already happening and confidently price your services to reflect the value of your insights. Watch the podcast and learn exactly how to turn compliance work into consistent, high-value advisory revenue. If you want to double your income, working half the time, then Get Paid What You're Worth is a FREE resource for accounting professionals. Check out this 43-page e-book at https://lnkd.in/g9ci_2e Subscribe to the Accounting Firm Growth Strategies Podcast: https://lnkd.in/gn-tB368 #ValuePricing #AccountingFirmGrowth #QualityClients #WorkloadReduction #AdvisoryRevenue
How to Turn Compliance Clients into Profitable Advisory Relationships
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Are you offering valuable advice for free while your revenue stays flat? And, you wonder how to monetize the insights clients already rely on. When clients ask about growth or cash flow, your guidance often goes unpaid. This means missed opportunities for your accounting firm. In this video, I share the Advisory Value Ladder. It's a a five-step framework to move clients from compliance work to paid advisory. You’ll learn how to structure conversations, deliver diagnostics that uncover opportunities, and position your services for consistent growth. Takeaways: • Identify clients ready for advisory services • Implement one paid diagnostic for immediate revenue • Transition clients from compliance to high-value engagements Discover a clear path to higher income, better clients, and less overwhelm — all without adding hours to your week. #ValuePricing #AccountingGrowth #AdvisoryServices #FirmStrategy #AccountingPodcast
Helping Accounting Professionals Double Their Income While Working Half The Time | Price and Profit Coach | Keynote Speaker
Are you giving away high-value advice for free while your revenue stays flat? Accounting firm owners often struggle to monetize the expertise clients already rely on. When strategic questions about cash flow, hiring, or growth come up, your advice is often viewed as a favor instead of a paid service. This leads to longer hours, lower income, and clients who see your firm’s services only as a compliance resource. In this episode, I break down the Advisory Value Ladder, a five-step framework to move clients from compliance work to paid advisory. You’ll learn how to structure conversations, deliver diagnostics that uncover opportunities, and position your services for measurable revenue growth. Three takeaways: Identify clients ready for advisory services without chasing new leads. Implement one paid diagnostic to capture immediate revenue. Transition clients from compliance to high-value advisory engagements. Discover how to start generating revenue from advisory conversations that are already happening and confidently price your services to reflect the value of your insights. Watch the podcast and learn exactly how to turn compliance work into consistent, high-value advisory revenue. If you want to double your income, working half the time, then Get Paid What You're Worth is a FREE resource for accounting professionals. Check out this 43-page e-book at https://lnkd.in/g9ci_2e Subscribe to the Accounting Firm Growth Strategies Podcast: https://lnkd.in/gn-tB368 #ValuePricing #AccountingFirmGrowth #QualityClients #WorkloadReduction #AdvisoryRevenue
How to Turn Compliance Clients into Profitable Advisory Relationships
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Are you giving away high-value advice while your revenue stays flat? You offer strategic insights every week, guidance on cash flow, hiring, or growth, yet it’s treated as a favor, not a paid service. This means longer hours, lower margins, and clients who see your firm only as a compliance resource. In this video, I reveal the Advisory Value Ladder, a five-step framework to turn existing client conversations into paid advisory engagements. Here’s what you’ll learn: 1️⃣ Spot which clients are ready for advisory without chasing new leads. 2️⃣ Offer one paid diagnostic to generate immediate revenue. 3️⃣ Transition from compliance to high-value advisory with confidence. Your clients already trust your insights. Now it’s time to price them accordingly. 🎧 Watch the episode to see how to transform compliance work into consistent, profitable advisory revenue. #AdvisoryServices #ValuePricing #AccountingFirmGrowth #Profitability #ClientAdvisory
Helping Accounting Professionals Double Their Income While Working Half The Time | Price and Profit Coach | Keynote Speaker
Are you giving away high-value advice for free while your revenue stays flat? Accounting firm owners often struggle to monetize the expertise clients already rely on. When strategic questions about cash flow, hiring, or growth come up, your advice is often viewed as a favor instead of a paid service. This leads to longer hours, lower income, and clients who see your firm’s services only as a compliance resource. In this episode, I break down the Advisory Value Ladder, a five-step framework to move clients from compliance work to paid advisory. You’ll learn how to structure conversations, deliver diagnostics that uncover opportunities, and position your services for measurable revenue growth. Three takeaways: Identify clients ready for advisory services without chasing new leads. Implement one paid diagnostic to capture immediate revenue. Transition clients from compliance to high-value advisory engagements. Discover how to start generating revenue from advisory conversations that are already happening and confidently price your services to reflect the value of your insights. Watch the podcast and learn exactly how to turn compliance work into consistent, high-value advisory revenue. If you want to double your income, working half the time, then Get Paid What You're Worth is a FREE resource for accounting professionals. Check out this 43-page e-book at https://lnkd.in/g9ci_2e Subscribe to the Accounting Firm Growth Strategies Podcast: https://lnkd.in/gn-tB368 #ValuePricing #AccountingFirmGrowth #QualityClients #WorkloadReduction #AdvisoryRevenue
How to Turn Compliance Clients into Profitable Advisory Relationships
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Are your best insights walking out the door unpaid? Those quick answers about cash flow, hiring decisions, or growth strategy? That's high-value consulting disguised as "client service." The Advisory Value Ladder gives you a clear path from compliance to paid advisory in five steps. Three immediate actions: 👉 Spot which clients are already asking advisory questions 👉 Launch one paid diagnostic this month 👉 Convert those casual conversations into structured engagements Stop trading hours for compliance fees while giving away strategic advice. Learn to price your expertise, structure advisory offerings, and create predictable revenue from the conversations you're already having. Watch the video to transform your firm's revenue model. #AccountingFirms #AdvisoryServices #FirmGrowth #AccountingPractice #PricingStrategy
Helping Accounting Professionals Double Their Income While Working Half The Time | Price and Profit Coach | Keynote Speaker
Are you giving away high-value advice for free while your revenue stays flat? Accounting firm owners often struggle to monetize the expertise clients already rely on. When strategic questions about cash flow, hiring, or growth come up, your advice is often viewed as a favor instead of a paid service. This leads to longer hours, lower income, and clients who see your firm’s services only as a compliance resource. In this episode, I break down the Advisory Value Ladder, a five-step framework to move clients from compliance work to paid advisory. You’ll learn how to structure conversations, deliver diagnostics that uncover opportunities, and position your services for measurable revenue growth. Three takeaways: Identify clients ready for advisory services without chasing new leads. Implement one paid diagnostic to capture immediate revenue. Transition clients from compliance to high-value advisory engagements. Discover how to start generating revenue from advisory conversations that are already happening and confidently price your services to reflect the value of your insights. Watch the podcast and learn exactly how to turn compliance work into consistent, high-value advisory revenue. If you want to double your income, working half the time, then Get Paid What You're Worth is a FREE resource for accounting professionals. Check out this 43-page e-book at https://lnkd.in/g9ci_2e Subscribe to the Accounting Firm Growth Strategies Podcast: https://lnkd.in/gn-tB368 #ValuePricing #AccountingFirmGrowth #QualityClients #WorkloadReduction #AdvisoryRevenue
How to Turn Compliance Clients into Profitable Advisory Relationships
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Want to grow your accounting firm—fast? Learn from CorpNet’s Founder & CEO Nellie Akalp in this episode of the Accounting Insiders Podcast! She shares how accountants can expand services, simplify compliance, and scale—without adding legal headaches. 🔥 Key takeaways: ✔️ Business formation & compliance made simple ✔️ Payroll tax accounts in all 50 states ✔️ Build a stronger, full-service firm 🎧 Listen today → https://hubs.li/Q03Q16Bb0 ✨ Want exclusive resources, webinars, and tools to help you grow even faster? Join the Be Insightful Program — starts at just $1 for the first month! https://hubs.li/Q03Q1d3M0 #AccountingProfessionals #FirmGrowth #CorpNet #AccountingPodcast #BusinessFormation #Compliance #AccountingInsiders
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Accountants speak accounting. Business owners speak English. And that gap? It's costing you more than you think. In this week's One Step Better business podcast, Mike Shaeffer and I talk about something we see all the time: business owners who feel completely in the dark about their own financials. You know the scenario. Your accountant hands you a report that says you made $500K in profit, but when you look at your bank account, you're scratching your head wondering where that money went. Your accountant's job shouldn't stop at handing you a "pretty sheet of paper" with numbers on it. They should be translating what those numbers mean and teaching you how to use them to grow. Join us as we discuss: → Why that language barrier exists → The ONE number that drives everything in your business → How to move beyond basic bookkeeping into real financial clarity If you've outgrown basic bookkeeping and you're ready to actually understand what's happening in your business, this one's for you. Check out the full episode: Outgrowing Basic Bookkeeping: Here's What Comes Next Link in the comments 👇 #OneStepBetter #SmallBusiness
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Ron recently joined Roger Knecht PB, PGE, VB on the Building the Premier Accounting Firm podcast to talk about how to pay yourself first, avoid cash flow traps, and how accountants can move from bookkeeping to CFO advisory services using the Profit First philosophy. The episode is now LIVE — tune in to hear an insightful, fun, and inspiring conversation about creating more profitable and sustainable accounting practices. 🎧 Listen here: https://lnkd.in/eMJwXpWK 📖 Blog feature: https://lnkd.in/e7mRnafD 📺 Watch on YouTube: https://lnkd.in/e7XzWt_A #ProfitFirst #PodcastGuest #Accounting #CFOAdvisory #CashFlowManagement #ProfitFirstProfessionals #UniversalAccounting
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In the early years of my accounting career I faced challenges, like we all do. On Beckway Professionals new podcast, hosted by Nadene Lewis-Laing, I discussed those challenges and the mindset I had to overcome them. I hope this conversation helps other aspiring accountants on their journey with CPA Australia or other professional bodies likes Chartered Accountants Australia and New Zealand and Institute of Public Accountants. If there are any accountants out their struggling, please feel more than welcome to DM me. I'll be happy to offer an ear and some helpful advice too.
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