{"id":25820,"date":"2022-06-08T08:00:56","date_gmt":"2022-06-08T13:00:56","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=25820"},"modified":"2023-08-22T11:07:39","modified_gmt":"2023-08-22T16:07:39","slug":"common-roadblocks-to-advisory","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/common-roadblocks-to-advisory\/","title":{"rendered":"3 common roadblocks to advisory"},"content":{"rendered":"

Tax advisory<\/a> continues to be an emerging trend in the tax and accounting profession, but why are so many still hesitant to begin their journey toward advisory services<\/a>? There are a few reasons, including mindset, comfort levels, and practice. Some firms may never get started because they want everything to be perfect before they begin, don\u2019t want to go on the multi-year journey, or just can\u2019t get into the right mindset.<\/p>\n

Whatever is holding these firms back, it\u2019s time to reevaluate. Nothing is perfect, and there\u2019s no time like the present to start this new way of doing business to improve your firm\u2019s culture and bottom line. And most importantly to have the biggest impact possible on your clients lives.<\/p>\n

#1: Shift your mindset<\/h2>\n

First and foremost, tax pros need to be in the right mindset before pursuing these changes to their firm, and making advisory a service and a common practice. Some firms never get started because they can\u2019t get their head around it\u2013they want everything to be perfect from the beginning, from every process to every checklist. What holds them back is that they don\u2019t want to get into a situation with the client where they don\u2019t know an answer.<\/p>\n

But nothing is perfect, and it\u2019s all about getting started. If you wait for perfection, you\u2019ll be too far behind to catch up. There\u2019s a myth that tax professionals are too stuck in their ways to change\u2014but that\u2019s not true. There comes a point in every tax pro\u2019s journey where their mindset will shift, and they\u2019ll see how the market is changing and how they can adapt with it. Many tax pros have started to make these changes, but there are several that still need that epiphany moment where their mindset changes and they can finally see how the switch to advisory services can change their firm\u2019s vision<\/a> and future.<\/p>\n

#2: Find a new comfort level<\/h2>\n

Similarly to shifting your mindset, some tax pros aren\u2019t comfortable, yet, when thinking about making a big change to their firm. Everyone has had to change and adapt in the last five years, and while firms are good at adapting, 90 percent of the time they adapt by reacting. We\u2019ve had so much legislation in the last few years and so many new things coming at us within weeks. If you\u2019re not comfortable with change, think about everything you\u2019ve done over the last few years and how far you\u2019ve come.<\/p>\n

Change isn\u2019t always proactive. Most of the time, we wait and respond to a stimulus that forces us to react, but knowing you can adapt to change should open up your comfort level with it. This is an opportunity to be proactive and define what the practice looks like to create something that is much more beautiful.<\/p>\n

To add to your comfort level, look locally for help. Find the conversations out there on advisory and look online for group discussions, webinars, or blogs. There are so many services and support groups to help you get started and ease any nerves you have around making these changes.<\/p>\n

#3: Practice, practice, practice<\/h2>\n

Once the mindset and comfort level roadblocks are overcome, there comes the moment where firms realize this isn\u2019t a quick change. This is a multi-year journey that needs to be practiced. Sometimes firms aren\u2019t willing to put in the work and practice, but this is what we do at the core of our profession. We practice accounting, writeups, and tax returns. Those didn\u2019t come easy to us overnight, but when we put the work in and are passionate about the results, it eventually becomes second nature. It doesn’t have to be an overnight transformation. In fact, doing that would be ill advised. Start small and test into advisory to really get this right.<\/p>\n

So while practice may be a roadblock holding you back from advisory, it is such an important part of the advisory journey. When firms are just first beginning on the road to advisory, they need to practice on a trusted, loyal client and then implement on other clients until the entire firm and client roster is implementing advisory. Start with clients with great relationships and move along from there.<\/p>\n

Firms that lead with advisory today are the ones that launched and practiced along the way and made mistakes. Like we said before, no one is perfect, and building confidence through practice is so important when you\u2019re making a big change to how your firm operates.<\/p>\n

Remember, this won\u2019t happen overnight. It\u2019s a multi-year journey and process, so take your time, but don\u2019t let these common roadblocks get in the way of your firm\u2019s success.<\/p>\n

Editor’s note:<\/strong> This article was originally published by the CPA Practice Advisor<\/em><\/a>. Check out the\u00a0whitepaper, “The Path to Advisory,” that can be downloaded and used extensively in your firm. The PDF includes checklists, charts, and many other activities that could not be included in this article. Download it today<\/a>. There is also an Executive Summary<\/a> available for download.<\/p>\n","protected":false},"excerpt":{"rendered":"

Tax advisory continues to be an emerging trend, but why are so many still hesitant to begin their journey? Jim Buffington, CPA, and Jasen Stine offer a few reasons.<\/p>\n","protected":false},"author":107079872,"featured_media":25822,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":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":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","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},"categories":[646041873],"tags":[646041848],"intuit_collection":[],"intuit_series":[],"coauthors":[509474111,509474208],"class_list":["post-25820","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory-services","tag-tax-advisory"],"header_image":"","yoast_head":"\n3 common roadblocks to advisory - 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\/advisory-services\/common-roadblocks-to-advisory\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"3 common roadblocks to advisory - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Tax advisory continues to be an emerging trend, but why are so many still hesitant to begin their journey? 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