Advisory Focus: Your Blueprint for Success
02/11/25 • 28 min
Randy welcomes Michael Haynes, go-to-market specialist and Director of Listen Innovate Grow, on Episode 198 of The Unique CPA. Michael explains how accounting firms can transition from transactional to advisory services, focusing on the importance of understanding client needs and conducting internal analysis to create a comprehensive go-to-market strategy. Michael instructs firms to identify their niche, develop the relevant advisory services, and leverage existing expertise for growth, as he stresses the importance of depth of expertise and strategic client engagement, shedding light on various advisory offerings and revenue opportunities.
Get the full show notes and more resources at TheUniqueCPA.com
Randy welcomes Michael Haynes, go-to-market specialist and Director of Listen Innovate Grow, on Episode 198 of The Unique CPA. Michael explains how accounting firms can transition from transactional to advisory services, focusing on the importance of understanding client needs and conducting internal analysis to create a comprehensive go-to-market strategy. Michael instructs firms to identify their niche, develop the relevant advisory services, and leverage existing expertise for growth, as he stresses the importance of depth of expertise and strategic client engagement, shedding light on various advisory offerings and revenue opportunities.
Get the full show notes and more resources at TheUniqueCPA.com
Previous Episode
Soft Skills and Accounting Adventures
On Episode 197 of The Unique CPA, Randy Crabtree welcomes Greg Adams, Senior VP and CFO at the American Management Association and author of the novel Green Shade$. Greg discusses his career journey, his passion for the profession which served as inspiration for his novel—which features an accountant protagonist—and his advocacy for improving the image and perception of accountants. He emphasizes the importance of soft skills in the accounting profession and offers insights on how to address the declining number of CPA exam takers by improving the image and appeal of accounting as a whole.
Get the full show notes and more resources at TheUniqueCPA.com
Next Episode
Harnessing Your Own Unique Force of Awesome
Randy Crabtree is joined by Dave Lane, founder of Grove & Grain Leadership, on Episode 199 of The Unique CPA. As a business executive, leader coach, keynote speaker, and fractional COO, Dave discusses his journey and philosophy around the concept of being a “force of awesome.” He elaborates on the importance of self-awareness, vulnerability, and identifying your true self for both personal fulfillment and professional success. Sharing methodologies and tools he uses, such as the “Listen, Reflect, and Ask” model, Dave seeks to help individuals and teams overcome challenges, improve their emotional intelligence, and foster a more cohesive and effective work environment, with focuses on the impact personal growth can have on business outcomes, and the importance of integrating personal passions with professional duties.
Get the full show notes and more resources at TheUniqueCPA.com
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