The Advisory Shift Experience:

Go Beyond Understanding the Shift. Build Your Roadmap for it.

AI is changing the value of traditional compliance work, but it’s also creating new opportunities for CPAs ready to evolve. The Advisory Shift Experience gives you the education, insight, and implementation tools to identify where advisory fits into your firm’s future.

 

The Advisory Shift Experience

$199

Delivery Method: QAS Self Study

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

CPE Credits: 3.0

Field of Study: Business Management & Organization

START YOUR ADVISORY SHIFT

The Complete Experience Includes...

The Advisory Shift Course

$99 value

A 1.0 CPE Self-Study Course designed to help you immediately rethink how you approach client relationships, service offerings, and future growth opportunities.

Learning Objectives:

  1. Identify the four zones of CPA value and explain how AI is compressing revenue in Zones 1 and 2.
  2. Calculate margin compression exposure by mapping your firm's revenue mix across the Value Migration framework.
  3. Recognize why PFP and investment management represent the highest-value migration path for tax-heavy CPAs.
  4. Evaluate PFP opportunities in your existing client base and set a repositioning target.

 

The Value Migration Audit Lab

$149 value

A 0.5 CPE Self-Study Lab designed to help you implement everything you've learned and create an action plan for moving forward.

Learning Objectives:

  1. Build a Client Service Detail listing by entering service lines and tagging each to the correct value zone, so firm revenue is captured by zone.
  2. Interpret the Value Migration Audit output - revenue by zone and the three-year compression exposure - that populates automatically from the service detail.
  3. Apply the three-factor client scoring model (assets, planning signals, readiness) to assign a priority tier, and explain how the access override reprioritizes high-need, high-trust clients.

 

Bonus Podcast Series

$49 value

A 0.5 CPE and 1.0 CPE podcast episode designed to give you insight from real CPA/Financial Planners who have made the shift.

You can listen for free or receive The Learning Companion to earn CPE when you purchase The Complete Experience or Brianne Collective below. 

Listen Now

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

For decades, technical expertise and compliance services have been the foundation of the CPA-client relationship.

But AI and automation are changing how clients perceive value.

The question isn't whether tax work matters. It does.

The question is: as routine work becomes easier to automate, where will your greatest value come from next?

The Advisory Shift Experience was designed to help you answer that question.

Choose Your Path:

The Advisory Shift - Course Only

Understand how AI, automation, and changing client expectations are reshaping the accounting profession. This self-paced CPE course gives you the frameworks and insights to identify advisory opportunities and prepare for the future of CPA value. 

$99.00 USD
I'M READY TO LEARN

The Advisory Shift Experience

Take the next step from learning to implementation with the complete Advisory Shift Experience. Get the CPE course, exclusive bonus conversations with Brianne Smith, and the Value Migration Audit Lab to help you uncover opportunities and begin building your advisory roadmap.

$199.00 USD
I'M READY FOR MY ADVISORY SHIFT

Brianne Collective

When you join Brianne Collective, you'll receive every download, every course, every lab, and all bonus content!

$199.99 USD every month
SIGN UP TODAY

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].