Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and The CFO Project CEO Dyanna Salcedo discuss how accounting professionals can pivot from traditional compliance work to high-impact CFO advisory services. This episode explores the impact of AI and offshoring on the accounting industry and provides a clear framework for building a scalable, profitable advisory practice. In This Episode: 00:00:00 Introduction to Expert Insights 00:01:38 Defining Accounting vs. Advisory Roles 00:06:42 Scalable CFO Advisory Models 00:13:47 Structuring Successful Client Engagements 00:22:08 Overcoming Barriers to Advisory Services 00:28:44 The Role of AI in Accounting 00:35:05 Closing Thoughts and Future Opportunities Key Takeaways: Define the role of a CFO advisor as a forward-looking guide for small business owners rather than a historical reporter. Leverage AI as a powerful tool for efficiency while maintaining a human-in-the-lead approach for judgment and accountability. Focus on cash flow drivers to provide tangible, high-value results that justify premium pricing. Featured Quotes: "Your job is to illuminate where the client should focus. They will have the answers of how to actually affect that driver." — Dyanna Salcedo "We call it human in the lead. You want to stay in the lead, making sure that you're verifying everything." — Dyanna Salcedo "AI cannot certify financials. AI cannot submit a tax return and sign off on that return as the preparer." — Roger Knecht Earn CPE: NASBA-approved CPE and IRS-approved CE credits are offered via Earmark by listening to this episode. ⁠ Access our QAS Self-Study Courses here: https://www.earmark.app/channels/0384dbbe-df08-4ae3-ba82-621a7a465e95 Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: BILL The AI-powered finanncial operations platform built to scale. Visit www.Bill.com/Building for a special offer Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: flobizsolutions.com Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal.

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