
80 CAS Ops: How To Shift From Compliance Into Advisory Services
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🚀 How to Shift from Compliance to Advisory Services | CAS Minute
📢 Want to shift from compliance-based services to high-value advisory work? Many firms struggle with this transition, but it’s possible to build a seven-figure advisory practice by making the right moves. In this episode, we break down:
✔️ Why compliance services are low-margin & commoditized
✔️ The mindset shift required to move into advisory
✔️ How to position advisory services to your existing clients
✔️ Step-by-step actions to start offering advisory today
⏱️ Chapters
00:00 - Introduction: Why I Built an Advisory-Only Firm
00:26 - Why Transition from Compliance to Advisory?
01:07 - The Key Mindset Shift: From Service Provider to Strategic Partner
02:19 - What is Advisory? A Simple Definition
03:37 - Shifting from Reports to Results: The Core of Advisory Work
04:37 - How to Introduce Advisory to Compliance-Only Clients
05:09 - Identifying Pain Points & Communicating Value
06:08 - Framing the Gap Between Current & Ideal Client Outcomes
06:49 - How to Package & Sell Advisory Services
07:17 - You Don’t Have to Overhaul Everything—Start Small
07:35 - Pilot Testing Advisory with 5-10 Clients
08:26 - Using Tech Tools to Streamline Advisory Work
09:12 - Final Thoughts: The Path to Becoming an Advisory-First Firm
✅ Key Takeaways:
✔️ Advisory is about driving results—helping clients make better financial decisions.
✔️ The shift starts with mindset & positioning, not just new service offerings.
✔️ Use existing client pain points to frame advisory as a natural next step.
✔️ Start with a pilot group of clients—test pricing, messaging, & delivery.
✔️ Leverage automation & tech tools to make advisory work more profitable.
Thanks for listening! Come Say Hi 👋
Full Send | Accounting & Data
LinkedIn: Roman Villard, CPA
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