Why Clients Expect Free Strategy From Their CPA
Clients ask for free strategy because firms never show where filing ends and planning begins. This article explains why boundaries shift advisory demand.

Clients ask for free strategy because firms never show where filing ends and planning begins. This article explains why boundaries shift advisory demand.

Advisory feels hard to sell not because clients resist it, but because they arrive expecting compliance. This article explains how shifting the frame makes advisory natural and valuable.

A clear breakdown of why scope creep happens in CPA firms, how the line between tasks and strategy gets blurred, and why clear advisory packaging eliminates overload and protects pricing.

A clear breakdown of why CPAs struggle with value-based pricing and how shifting to advisory solves the pricing problem by creating measurable outcomes clients will pay for.