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Accountants - A Compliance to Advisory Playbook
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In Episode 4 of this 6-part series, Rob Brown lays out the practical playbook to move from compliance worker to trusted advisor. Using a 5-step framework — repackage, reprice, retrain, rebrand and replace — you’ll learn how to build advisory services that clients value and careers that last.

Rob shares firm examples, stats from the AICPA, and a 5-action starter kit to help accountants make the shift right now.

This series is not about firms. It is about you — your visibility, your relevance and your survival.

Sponsored by Infinite Ties, led by Deneen Dias, empowering US firms to scale Client Advisory Services through peer-to-peer learning and training.

*Key Takeaways*
60% of firms admit they have failed to scale advisory (AICPA)
Compliance is commoditised; advisory must be built intentionally
5 steps: repackage, reprice, retrain, rebrand, replace
Advisory is a growth engine and career insurance
5 actions to start your shift today
Episode 4 of 6: The Accountant’s Survival Guide

*Killer Quotes*
“You cannot hide behind compliance anymore”
“Advisory is not an extra, it is the core”
“Repackage, reprice, retrain, rebrand, replace — that is the shift”
“Advisory makes you indispensable, compliance makes you replaceable”
“The only accountants who will thrive are those who move forward”

Want help becoming more visible and authoritative? Explore Rob Brown’s Personal Brand Interview service.

The Accounting Voices Podcast is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.



More information about Accounting Influencers here:
➡️ accountinginfluencers.com/⬅️

0:00 – The world is changing: from compliance to counsel
0:50 – Why compliance alone won’t secure your career
2:30 – Episodes 1–3 recap: threat, client demand & mindset shift
5:30 – Defining CAS: Client Advisory Services beyond compliance
7:50 – Why advisory matters: big vs. small firm revenue from consulting
9:30 – The 5-Step Playbook (overview)
10:00 – Step 1: Repackage your services (compliance + advisory)
10:50 – Step 2: Reprice your work (move beyond commoditized compliance)
11:40 – Step 3: Retrain yourself & your staff (advisory capabilities)
12:40 – Step 4: Rebrand your image (personal brand & visibility)
14:50 – Step 5: Replace old habits (proactive, year-round advisory)
16:50 – Case study: regional firm doubles client fees through advisory
19:40 – 5 quick actions you can take right now
21:50 – Recap of the playbook: Repackage, Reprice, Retrain, Rebrand, Replace
22:30 – Next episodes: Tech as your ally & building your personal brand
23:30 – Closing reminder: “Irrelevance = unemployment”

This is the Accounting Influencers Podcast, a weekly show for accounting leaders seeking to enhance their presence and influence in the accounting space. The podcast hits trends, strategies and advice tailored to accountants who want to build their personal brands expand their reach, and elevate their thought leadership within the accounting profession.

It’s for leaders who want a stronger internal profile and say in the way their accounting firm is run. And greater authority, credibility and visibility outside their firm and to build their personal brand and profile. The content aims to help accounting professionals navigate the evolving landscape of the industry.

Hosted by Rob Brown, a renowned speaker and expert on talent, careers, and leadership in accounting. Rob is the author of Build Your Reputation and delivers high-level talks worldwide.

For more, connect with Rob Brown on LinkedIn:
➡️ www.linkedin.com/in/therobbrown/ ⬅️

#AccountingInfluencers #AccountingVoices #Accountants #ClientAdvisoryServices #CAS #AccountingAdvisory #AIinAccounting #FutureOfAccounting #TrustedAdvisor #BusinessAdvisory #ComplianceToCounsel #AccountingPodcast #AccountingProfession #FinancialAdvisory #AccountingMindset #AdvisoryServices #CPA #ACCA #AccountingFirms #AccountingLeadership
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