Building Client Advisory Services: Start Small, Scale Big
Mastering CAS (Client Advisory Services)
The Firm · The Firm
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Show Notes
How do you build a successful client advisory service from the ground up? In this episode of Mastering CAS, Trent sits down with David Ross, CEO of Direction Staffing Solutions, to break it all down.
David shares practical insights on choosing your advisory “flavour,” implementing low-risk offerings, and scaling strategically. They discuss why advisory isn’t just about tech, how to uncover client needs, and why modern accountants need to embrace marketing and CRM systems.
If you’re an accountant or bookkeeper looking to transition into advisory or improve your existing services, this episode is packed with actionable tips to help you start small and scale big.
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