{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/67297e6ddc854c95773057d9/67dcd2cd1eb5b2f42339b4d2?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Building Client Advisory Services: Start Small, Scale Big","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/67297e6ddc854c95773057d9/1742639108902-fc263773-b7c7-4e17-8a60-9c0db46ded74.jpeg?height=200","description":"<p>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.</p><p><br></p><p>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.</p><p><br></p><p>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.</p>","author_name":"The Firm"}