The Advisory Shift:

Why Tax-Only is Fragile in the AI Economy

Understand how AI, automation, and changing client expectations are reshaping the accounting profession, and discover why advisory services are becoming the next evolution of CPA value. The Advisory Shift gives accounting professionals the frameworks and perspective needed to identify opportunities beyond compliance and prepare for the future of the profession.

The Advisory Shift

$99

Delivery Method: QAS Self Study

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

CPE Credits: 1.0

Field of Study: Business Management & Organization

CLICK HERE TO REGISTER

Understand the Changing CPA Value Model

Learn how to move beyond transactional engagements and become a trusted advisor clients turn to for strategic guidance.

Identify Advisory Opportunities

Explore how deeper client relationships, financial planning conversations, and proactive guidance create opportunities for firms to evolve.

Prepare for your Next Shift

Gain the strategic perspective and frameworks needed to evaluate where your firm fits in the future of accounting.

Advisory isn't the future. It's the now.

Gain the perspective and frameworks to understand where the accounting profession is headed and how CPAs can evolve from compliance providers into trusted strategic advisors.

 

Learning Objectives

 

Identify the 4 zones of CPA value and explain how AI is compressing revenue in zones 1 and 2. 

 

Calculate margin compression exposure by mapping your firm's revenue mix across the Value Migration framework.

Recognize why PFP and investment management represent the highest-value migration path for tax-heavy CPAs.

Evaluate PFP opportunities in your existing client base and set a repositioning target.

 

Brianne Academy LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

Refund Policy: Brianne Academy LLC’s QAS™ Self-Study programs are non-refundable.

Complaint Resolution Policy: To report complaints or concerns to Brianne Academy LLC, please contact Jessica Richie via email at [email protected].