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Is Advisory for You?

Most accountants joined the profession because they realised they had a logical mind and were good with figures. It also helped that accountants typically were well paid and successful in society.

However, with the impact of the Digital Revolution, online accounting, digital tax and new client demand everyone realises (hyper-efficient) traditional services, PLUS advisory services are the best strategy.

Performing ad hoc financial and key performance work is not really what truly client-centric advisory is all about. It’s part, but not its core. Truly client-centric advisory services deliver what the clients demand:

  • To understand them, their business and their goals
  • To be proactive and come forward with ideas
  • To be in for the long haul

You are probably busy, doing ok and feel successful. Before setting out on the advisory path, why not ask yourself these questions?

“Do you like getting to really know entrepreneurs and working closely with them?”

“Do you like asking questions?”

“Do you believe in planning?”

“Do you like the process?”

“Are you a good listener?”

“Can you think bigger picture rather than detail?”

“Can you trust and respect clients, without telling them what to do?”

“Do you agree that success is a process, not a one-off event?”

If you answered yes to all the above questions, then there is little doubt you are already en route to becoming a Passionate Business Advisor.

If there were one or two no’s answered, rest assured you are in the vast majority of accountants that we have spoken to over the past number of years. Many of which have gone on to establish profitable and rewarding client-centric advisory in their firm. Remember the most important step you are ever going to take is your next.

Let me know what your next step is?


Quote of the Week

“People don’t buy what you do; they buy why you do it. And what you do simply proves what you believe” ― Simon Sinek

Book of the Week

start with the why book by simon sinekStart with Why: How Great Leaders Inspire Everyone to Take Action

by Simon Sinek

START WITH WHY shows that the leaders who’ve had the greatest influence in the world all think, act, and communicate the same way and it’s the opposite of what everyone else does. Sinek calls this powerful idea The Golden Circle.