{"id":20484,"date":"2020-07-22T08:00:28","date_gmt":"2020-07-22T13:00:28","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=20484"},"modified":"2023-08-22T11:08:22","modified_gmt":"2023-08-22T16:08:22","slug":"want-to-be-an-advisor-shift-your-perspective","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/want-to-be-an-advisor-shift-your-perspective\/","title":{"rendered":"Want to be an advisor? Shift your perspective!"},"content":{"rendered":"

As tax and accounting professionals, we approach our businesses from a service-centric delivery model. We think about our services first, and then try to match them with a client need. Don\u2019t agree? Look at your website and see how you describe what you do. There is probably a \u201cServices\u201d tab that describes the list of services that you routinely offer, and on that list might be advisory services<\/a>, consulting, or some other generic category that covers anything else your client might need.<\/p>\n

How do I know this? Because that used to be me. I didn\u2019t know there was any other way to be a CPA and eventually left public accounting to go into high tech.<\/p>\n

That\u2019s when I discovered the client-centric<\/a> approach to professional service. Your client service will change drastically when you put yourself in your clients\u2019 shoes and really listen to their needs. You stop trying to fit them into your checklist of services. Instead, you can focus on helping them find a way to achieve their goals. You seek to ask different questions and then offer support as they try to find their own answers.<\/p>\n

The shift from service-centric to client-centric was just one of many shifts I made during the advisory certification training I received from Edi Osborne at Mentor Plus<\/a>. In addition to changing my mind, I also learned new skills and added a bunch of new tools to my toolkit.<\/p>\n

Yet, all of this knowledge was just theory until I returned to public accounting in 2007. I joined a CPA firm in California\u2019s Napa Valley, and was able to take those tools and apply them in my work with wineries. I created training, what-if models, and eventually my own bookkeeping business based on the concepts I learned. Having this knowledge, plus a bunch of really cool tools and new skills, gave me the confidence to work in an intimidating industry, wine!<\/p>\n

The result? Accounting is fun again.<\/p>\n

If you really want to be an advisor and want to earn that \u201ctrust\u201d that we keep hearing so much about, get some help. Find training, methods, or processes that help you gain confidence in your own skills. Your clients need you now more than ever.<\/p>\n","protected":false},"excerpt":{"rendered":"

One of the traits of a trusted advisor is to be able to shift the way you view your engagements; get some tips from Geni Whitehouse, CPA.<\/p>\n","protected":false},"author":144648979,"featured_media":8123,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_reviewed_by_select":[],"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","customModifiedDate":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[646041873,116807],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[646041768],"class_list":["post-20484","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory-services","category-practice-management"],"header_image":"","yoast_head":"\nWant to be an advisor? Shift your perspective! - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/want-to-be-an-advisor-shift-your-perspective\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Want to be an advisor? Shift your perspective! - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"One of the traits of a trusted advisor is to be able to shift the way you view your engagements; get some tips from Geni Whitehouse, CPA.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/want-to-be-an-advisor-shift-your-perspective\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IntuitAccountants\" \/>\n<meta property=\"article:published_time\" content=\"2020-07-22T13:00:28+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-08-22T16:08:22+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/04\/heromay.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"479\" \/>\n\t<meta property=\"og:image:height\" content=\"287\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Geni Whitehouse, CPA\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Geni Whitehouse, CPA\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/want-to-be-an-advisor-shift-your-perspective\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/want-to-be-an-advisor-shift-your-perspective\\\/\"},\"author\":{\"name\":\"Geni Whitehouse, CPA\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/3c1c227575c51b1c6245096998b73eb3\"},\"headline\":\"Want to be an advisor? Shift your perspective!\",\"datePublished\":\"2020-07-22T13:00:28+00:00\",\"dateModified\":\"2023-08-22T16:08:22+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/want-to-be-an-advisor-shift-your-perspective\\\/\"},\"wordCount\":380,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/want-to-be-an-advisor-shift-your-perspective\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/04\\\/heromay.jpg\",\"articleSection\":[\"Advisory Services\",\"Practice Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/want-to-be-an-advisor-shift-your-perspective\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/want-to-be-an-advisor-shift-your-perspective\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/want-to-be-an-advisor-shift-your-perspective\\\/\",\"name\":\"Want to be an advisor? Shift your perspective! - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/want-to-be-an-advisor-shift-your-perspective\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/want-to-be-an-advisor-shift-your-perspective\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/04\\\/heromay.jpg\",\"datePublished\":\"2020-07-22T13:00:28+00:00\",\"dateModified\":\"2023-08-22T16:08:22+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/want-to-be-an-advisor-shift-your-perspective\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/want-to-be-an-advisor-shift-your-perspective\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/want-to-be-an-advisor-shift-your-perspective\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/04\\\/heromay.jpg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/04\\\/heromay.jpg\",\"width\":479,\"height\":287,\"caption\":\"Idea concept with row of light bulbs and glowing bulb\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/want-to-be-an-advisor-shift-your-perspective\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Want to be an advisor? Shift your perspective!\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\",\"name\":\"Tax Pro Center | Intuit\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"width\":872,\"height\":160,\"caption\":\"Tax Pro Center | Intuit\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccountants\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccts\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/3c1c227575c51b1c6245096998b73eb3\",\"name\":\"Geni Whitehouse, CPA\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/c479c9365b5341fa0f3044494436818e850d8c9e89c5a089fe1656c83d9d23d9?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/c479c9365b5341fa0f3044494436818e850d8c9e89c5a089fe1656c83d9d23d9?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/c479c9365b5341fa0f3044494436818e850d8c9e89c5a089fe1656c83d9d23d9?s=96&d=identicon&r=g\",\"caption\":\"Geni Whitehouse, CPA\"},\"description\":\"A basset hound worshipper and keynote presenter, Geni Whitehouse, CPA, believes there is magic in the numbers. She\u2019s on a mission to unlock the magic so business owners can apply it in creating the life of their dreams. Geni is an author and former TedXNapaValley speaker who divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, and writing, speaking, and tweeting at EvenANerd.com. She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry, and is a Level 5 Advisor and Coach at www.TheImpactfulAdvisor.com. There, she teaches fellow magicians how to apply the magic for the benefit of the small businesses everywhere. Find Geni on Twitter @evenanerd.\",\"sameAs\":[\"http:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"],\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/geniwhitehousetax\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Want to be an advisor? Shift your perspective! - Tax Pro Center | Intuit","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/want-to-be-an-advisor-shift-your-perspective\/","og_locale":"en_US","og_type":"article","og_title":"Want to be an advisor? Shift your perspective! - Tax Pro Center | Intuit","og_description":"One of the traits of a trusted advisor is to be able to shift the way you view your engagements; get some tips from Geni Whitehouse, CPA.","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/want-to-be-an-advisor-shift-your-perspective\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2020-07-22T13:00:28+00:00","article_modified_time":"2023-08-22T16:08:22+00:00","og_image":[{"width":479,"height":287,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/04\/heromay.jpg","type":"image\/jpeg"}],"author":"Geni Whitehouse, CPA","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Geni Whitehouse, CPA","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/want-to-be-an-advisor-shift-your-perspective\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/want-to-be-an-advisor-shift-your-perspective\/"},"author":{"name":"Geni Whitehouse, CPA","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/3c1c227575c51b1c6245096998b73eb3"},"headline":"Want to be an advisor? Shift your perspective!","datePublished":"2020-07-22T13:00:28+00:00","dateModified":"2023-08-22T16:08:22+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/want-to-be-an-advisor-shift-your-perspective\/"},"wordCount":380,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/want-to-be-an-advisor-shift-your-perspective\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/04\/heromay.jpg","articleSection":["Advisory Services","Practice Management"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/want-to-be-an-advisor-shift-your-perspective\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/want-to-be-an-advisor-shift-your-perspective\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/want-to-be-an-advisor-shift-your-perspective\/","name":"Want to be an advisor? Shift your perspective! - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/want-to-be-an-advisor-shift-your-perspective\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/want-to-be-an-advisor-shift-your-perspective\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/04\/heromay.jpg","datePublished":"2020-07-22T13:00:28+00:00","dateModified":"2023-08-22T16:08:22+00:00","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/want-to-be-an-advisor-shift-your-perspective\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/want-to-be-an-advisor-shift-your-perspective\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/want-to-be-an-advisor-shift-your-perspective\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/04\/heromay.jpg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/04\/heromay.jpg","width":479,"height":287,"caption":"Idea concept with row of light bulbs and glowing bulb"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/want-to-be-an-advisor-shift-your-perspective\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"Want to be an advisor? Shift your perspective!"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization","name":"Tax Pro Center | Intuit","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","width":872,"height":160,"caption":"Tax Pro Center | Intuit"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccountants","https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccts","https:\/\/accountants.intuit.com\/taxprocenter\/intuitaccountants\/?hl=en","https:\/\/accountants.intuit.com\/taxprocenter\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/3c1c227575c51b1c6245096998b73eb3","name":"Geni Whitehouse, CPA","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/c479c9365b5341fa0f3044494436818e850d8c9e89c5a089fe1656c83d9d23d9?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/c479c9365b5341fa0f3044494436818e850d8c9e89c5a089fe1656c83d9d23d9?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/c479c9365b5341fa0f3044494436818e850d8c9e89c5a089fe1656c83d9d23d9?s=96&d=identicon&r=g","caption":"Geni Whitehouse, CPA"},"description":"A basset hound worshipper and keynote presenter, Geni Whitehouse, CPA, believes there is magic in the numbers. She\u2019s on a mission to unlock the magic so business owners can apply it in creating the life of their dreams. Geni is an author and former TedXNapaValley speaker who divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, and writing, speaking, and tweeting at EvenANerd.com. She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry, and is a Level 5 Advisor and Coach at www.TheImpactfulAdvisor.com. There, she teaches fellow magicians how to apply the magic for the benefit of the small businesses everywhere. Find Geni on Twitter @evenanerd.","sameAs":["http:\/\/accountants.intuit.com\/taxprocenter\/"],"url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/geniwhitehousetax\/"}]}},"jetpack_publicize_connections":[],"jetpack_shortlink":"https:\/\/wp.me\/pazjGh-5ko","jetpack-related-posts":[{"id":26559,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/quickbooks-connect-session-activate-and-accelerate-your-practice-into-advisory\/","url_meta":{"origin":20484,"position":0},"title":"QuickBooks Connect: Activate your practice into advisory","author":"Sean M. Duncan, CPA","date":"September 22, 2022","format":false,"excerpt":"Is there more to accounting than compliance? Want to learn how to shift your business and career to more advisory-centric offerings? Register for QuickBooks Connect and this session presented by Sean M. Duncan, CPA.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/09\/QuickBooks-Connect-session-Activate-and-accelerate-your-practice-into-advisory.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/09\/QuickBooks-Connect-session-Activate-and-accelerate-your-practice-into-advisory.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/09\/QuickBooks-Connect-session-Activate-and-accelerate-your-practice-into-advisory.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/09\/QuickBooks-Connect-session-Activate-and-accelerate-your-practice-into-advisory.jpg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/09\/QuickBooks-Connect-session-Activate-and-accelerate-your-practice-into-advisory.jpg?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/09\/QuickBooks-Connect-session-Activate-and-accelerate-your-practice-into-advisory.jpg?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":30238,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/advisory-how-the-cloud-empowers-firms-to-transform\/","url_meta":{"origin":20484,"position":1},"title":"Advisory: How the cloud empowers firms to transform","author":"Scott Cytron","date":"September 1, 2023","format":false,"excerpt":"With a rapid shift from compliance-driven tasks to a focus on advisory, there's a revolution going on. Find out more from Robbie Randall.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Advisory: How the cloud empowers firms to transform","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/08\/Advisory-How-the-cloud-empowers-firms-to-transform-copy.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/08\/Advisory-How-the-cloud-empowers-firms-to-transform-copy.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/08\/Advisory-How-the-cloud-empowers-firms-to-transform-copy.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/08\/Advisory-How-the-cloud-empowers-firms-to-transform-copy.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/08\/Advisory-How-the-cloud-empowers-firms-to-transform-copy.png?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/08\/Advisory-How-the-cloud-empowers-firms-to-transform-copy.png?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":57264,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/your-firm-maximizing-value-over-volume\/","url_meta":{"origin":20484,"position":2},"title":"Your firm: Maximizing value over volume","author":"Intuit Accountants Team","date":"November 22, 2024","format":false,"excerpt":"Meeting evolving client expectations requires firms to leverage technology and provide customized, strategic advisory services.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Your firm- Maximizing value over volume","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/11\/Your-firm-Maximizing-value-over-volume.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/11\/Your-firm-Maximizing-value-over-volume.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/11\/Your-firm-Maximizing-value-over-volume.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/11\/Your-firm-Maximizing-value-over-volume.jpg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/11\/Your-firm-Maximizing-value-over-volume.jpg?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/11\/Your-firm-Maximizing-value-over-volume.jpg?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":25931,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/top-client-accounting-and-advisory-service-resources\/","url_meta":{"origin":20484,"position":3},"title":"Top client accounting and advisory service resources","author":"Kiara Williams","date":"June 23, 2022","format":false,"excerpt":"Get a list of dynamic resources on client accounting services from Right Networks' Kiara Williams, and be sure to look at the promo for Hosting for Intuit\u00ae Lacerte\u00ae Tax and ProSeries\u00ae Tax.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Client Accounting Services","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/06\/Client-Accounting-Services.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/06\/Client-Accounting-Services.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/06\/Client-Accounting-Services.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/06\/Client-Accounting-Services.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":20049,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/adopting-the-perspective-necessary-for-an-advisory-focus\/","url_meta":{"origin":20484,"position":4},"title":"Adopting the perspective necessary for an advisory focus","author":"Cassidy Jakovickas, CPA","date":"June 15, 2020","format":false,"excerpt":"Changing your firm's service delivery to advisory accounting has more to do with your expertise than simply providing basic solutions. Find out how to make these changes in this article by Cassidy Jakovickas, CPA.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Planning with team","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/lady-writing-on-board.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":31128,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/3-creative-ways-to-get-your-first-advisory-client\/","url_meta":{"origin":20484,"position":5},"title":"3 creative ways to get your first advisory client","author":"Scott Cytron","date":"October 16, 2023","format":false,"excerpt":"You know you should offer advisory services, but how do you get your first client? Leap the obstacles with advice from Terrell A. Turner, CPA.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"3 creative ways to get your first advisory client","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/3-creative-ways-to-get-your-first-advisory-client.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/3-creative-ways-to-get-your-first-advisory-client.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/3-creative-ways-to-get-your-first-advisory-client.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/3-creative-ways-to-get-your-first-advisory-client.jpg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/3-creative-ways-to-get-your-first-advisory-client.jpg?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/3-creative-ways-to-get-your-first-advisory-client.jpg?resize=1400%2C800&ssl=1 4x"},"classes":[]}],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/04\/heromay.jpg","_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/20484","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/144648979"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=20484"}],"version-history":[{"count":13,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/20484\/revisions"}],"predecessor-version":[{"id":24057,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/20484\/revisions\/24057"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/8123"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=20484"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=20484"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=20484"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=20484"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=20484"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=20484"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}