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EPISODE · Mar 21, 2025 · 45 MIN

Building Client Advisory Services: Start Small, Scale Big

from The Firm

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. Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published Mar 21, 2025

What this episode covers

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. Hosted on Acast. See acast.com/privacy for more information.

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Frequently Asked Questions

How long is this episode of The Firm?

This episode is 45 minutes long.

When was this The Firm episode published?

This episode was published on March 21, 2025.

What is this episode about?

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...

Can I download this The Firm episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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