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Advisory Focus: Your Blueprint for Success
Episode 198

Advisory Focus: Your Blueprint for Success

The Unique CPA

February 11, 202528m 53s

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Show Notes

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