Accountants: It’s time to stop holding back.
You already have the knowledge. You already see the path your clients should take. But if you’re like most accounting professionals, you’ve probably hesitated to speak up—or struggled to carve out space in your services to share the advice your clients actually need.
This free eBook is your guide to changing that.
The Advisor’s Superpower: 4 Key Ways to Give Advice explores what it really means to be an advisor—not just a compliance provider. Backed by 30 years of experience in firm leadership at Blumer CPAs and Thriveal, this resource will help you turn bold, honest advice into a cornerstone of your work.
🔍 Inside the eBook, you'll learn how to:
Speak the truth—even when it’s uncomfortable
Stop underselling your opinions (they’re worth more than you think)
Build advisory sessions into your existing services
Sell both the work and the wisdom
Lead with clarity, not just checklists
✋ This is for you if:
You know your clients need more than just reports and filings
You’ve caught yourself saying, “I wish I could just tell them what I really think…”
You’re ready to elevate your firm from service provider to strategic partner
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Relay is a financial technology company and is not a bank. Banking services provided by Thread Bank, Member FDIC.
