The Silver Bullet in Advisory Conversations with Adam Hale

Jeremy and Chris welcome one of the Godfathers of CAS, special guest Adam Hale. Adam is a co-founder at Summit CPA, now part of Anders CPAs. The key takeaways from the episode are: The importance of being intentional and curious when asking questions to clients and understanding their businesses. The benefits of implementing a productized service offering in public accounting and using cloud accounting tools to deliver it. The value of synthesizing information from various sources to improve business performance and maintain client relationships. The challenges associated with muddling through and figuring out the accounting business on one's own, and the importance of seeking out information and resources available through podcasts and the internet. The benefits of building relationships with clients through advisory services and not just reporting, and the importance of starting questions with "what" or "how" to gain a deeper understanding of their businesses. Follow the show on Twitter ⁠@CPAAdvisoryShow⁠ Jeremy Wells on Twitter ⁠@JWellsCFO⁠ Chris Hervochon on Twitter ⁠@ChrisHervochon