{"id":26066,"date":"2022-07-15T08:00:35","date_gmt":"2022-07-15T13:00:35","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=26066"},"modified":"2023-08-22T11:07:38","modified_gmt":"2023-08-22T16:07:38","slug":"creating-your-path-to-advisory-services","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/creating-your-path-to-advisory-services\/","title":{"rendered":"Creating your path to advisory services"},"content":{"rendered":"

The path to advisory services<\/a> is a journey that is likely a multi-year adventure for firms to test out the process with their clients, and continue building and scaling year over year. A lot of firms already offer one-off planning advice to clients without charging them. The endgame for advisory services is getting to a point with clients where they understand that your ongoing guidance will help them achieve their goals and add so much more value than just a tax return or a one-off piece of advice.<\/p>\n

Lead with tax advisory<\/h2>\n

Start with building your vision and mapping out internal goals for your firm. This could also be a great opportunity to talk to fellow firm owners, listen to podcasts<\/a>, and read articles<\/a> on transitioning to advisory services to hear first-hand experiences. This is a big shift\u2014and one that will take a lot of planning, so make sure you have all the information you need to make decisions best for your niche.<\/p>\n

Once that is done, start mapping out tax planning strategies for your specialty that include client onboarding, internal workflow changes, client tax and financial recommendations, and more. From there, it\u2019s time to hand-pick a few trusted clients to test out the new system to get all of the kinks out and address any questions they may have. Once you are confident in the way you are offering advisory services, you can start rolling it out to the rest of your clients. After you start seeing results, make sure you communicate that with your clients so they can see the transition from vision to reality.<\/p>\n

Create an advisory workflow<\/h2>\n

Technology is an amazing tool for accountants, and when you are switching to advisory services it can be extremely helpful to automate administrative tasks<\/a> to spend more time advising clients. Start testing out products for bookkeeping and reporting, client communication, e-signing, and more to get an understanding of what works best for your firm. With less time devoted to the day-to-day tasks, your clients will be able to see more significant results from the advice you are able to provide and the goals they are mapping toward.<\/p>\n

Adopting a new technology doesn\u2019t happen overnight. Remember it is a process to find the right system that works for you and your clients. Don\u2019t rush into it, take your time, and find the perfect balance of automation for you.<\/p>\n

Deliver bundled services<\/h2>\n

To help mitigate any confusion, bracket out different service packages for your clients to choose from. This will help set boundaries and allow clients to pick what lane they are most comfortable in. Often, leading firms provide three bundles for clients to achieve their advisory goals:<\/p>\n

    \n
  1. One for the client with the most basic needs.<\/li>\n
  2. One for the bulk of your client base.<\/li>\n
  3. One for the clients with the highest needs and planning asks.<\/li>\n<\/ol>\n

    This will also help clients visualize the services they want and can help them achieve their goals.<\/p>\n

    With these bundles, tax professionals are now able to be compensated for the advice they give. Before advisory services, one-off advice for clients was always given without a price tag. Now that you are leading with advisory, you are able to showcase the benefits extended planning and meetings will bring to your clients, and be compensated appropriately for your hard work and extensive knowledge.<\/p>\n

    Remember, switching to advisory services doesn\u2019t happen overnight. It takes a long time to decide on the right path and services for your firm to offer, not to mention the technology you want to adopt and your clients’ enthusiasm. Be clear and concise about how advisory services will be beneficial to them in the long run and how investing in financial advice is worth it. At Intuit\u00ae, we also created a free helpful tool:\u00a0The Path to Advisory<\/a>\u00a0that you can reference at any time to read first-hand advice and actionable steps to take from firms who have already transitioned.<\/p>\n

    Editor’s note:<\/strong> This article was originally published in the CPA Practice Advisor<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Learn how to create advisory services in your practice with this insightful article by Nadia Rodriguez, CPA, and Jasen Stine.<\/p>\n","protected":false},"author":144648954,"featured_media":26070,"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":[646041738,509474208],"class_list":["post-26066","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory-services","tag-tax-advisory"],"header_image":"","yoast_head":"\nCreating your path to advisory services - 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\/creating-your-path-to-advisory-services\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating your path to advisory services - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Learn how to create advisory services in your practice with this insightful article by Nadia Rodriguez, CPA, and Jasen Stine.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/creating-your-path-to-advisory-services\/\" \/>\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=\"2022-07-15T13:00:35+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-08-22T16:07:38+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/Path-to-Advisory-Services.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"700\" \/>\n\t<meta property=\"og:image:height\" content=\"381\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Nadia Rodriguez, CPA, CTC, Jasen Stine\" \/>\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=\"Nadia Rodriguez, CPA, CTC, Jasen Stine\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/creating-your-path-to-advisory-services\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/creating-your-path-to-advisory-services\\\/\"},\"author\":{\"name\":\"Nadia Rodriguez, CPA, CTC\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/4b9096993c259d4b31d55bc89e9b51b0\"},\"headline\":\"Creating your path to advisory services\",\"datePublished\":\"2022-07-15T13:00:35+00:00\",\"dateModified\":\"2023-08-22T16:07:38+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/creating-your-path-to-advisory-services\\\/\"},\"wordCount\":680,\"commentCount\":1,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/creating-your-path-to-advisory-services\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2022\\\/07\\\/Path-to-Advisory-Services.jpg\",\"keywords\":[\"Tax Advisory\"],\"articleSection\":[\"Advisory Services\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/creating-your-path-to-advisory-services\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/creating-your-path-to-advisory-services\\\/\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/creating-your-path-to-advisory-services\\\/\",\"name\":\"Creating your path to advisory services - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/creating-your-path-to-advisory-services\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/creating-your-path-to-advisory-services\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2022\\\/07\\\/Path-to-Advisory-Services.jpg\",\"datePublished\":\"2022-07-15T13:00:35+00:00\",\"dateModified\":\"2023-08-22T16:07:38+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/creating-your-path-to-advisory-services\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/creating-your-path-to-advisory-services\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/creating-your-path-to-advisory-services\\\/#primaryimage\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2022\\\/07\\\/Path-to-Advisory-Services.jpg\",\"contentUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2022\\\/07\\\/Path-to-Advisory-Services.jpg\",\"width\":700,\"height\":381,\"caption\":\"Path to Advisory Services\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/advisory-services\\\/creating-your-path-to-advisory-services\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Creating your path to advisory services\"}]},{\"@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:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/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:\\\/\\\/www.facebook.com\\\/IntuitAccountants\",\"https:\\\/\\\/x.com\\\/IntuitAccts\",\"https:\\\/\\\/www.instagram.com\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/4b9096993c259d4b31d55bc89e9b51b0\",\"name\":\"Nadia Rodriguez, CPA, CTC\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/2f13016da19b84d2d459d8ab531bce3c991786b02f2f94343c5d44d2e5424a93?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/2f13016da19b84d2d459d8ab531bce3c991786b02f2f94343c5d44d2e5424a93?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/2f13016da19b84d2d459d8ab531bce3c991786b02f2f94343c5d44d2e5424a93?s=96&d=identicon&r=g\",\"caption\":\"Nadia Rodriguez, CPA, CTC\"},\"description\":\"Nadia Rodriguez, CPA, CTC, is a Dallas-based tax advisor with a master\u2019s degree in Taxation from the University of North Texas and a CPA license since 2009. She leads a boutique practice focused on proactive planning, advisory, and accurate compliance for individuals and closely held businesses. She founded the Nadia CPA Inner Circle, a community where tax professionals learn together and solve real client problems. Nadia is also the founder and lead educator of Tax Training Academy, delivering bilingual courses that provide practical, code-based tax education for working tax pros. Her background includes contributions within Fortune 500 environments on initiatives that improve practitioner enablement, and modernization across the tax profession. Nadia has presented for organizations including state CPA societies, NATP, the IRS Tax Forum, AICPA Engage, CPA Practice Advisor\u2019s Ensuring Success, Intuit Tax Pro Webinars, Latino Tax Fest, and Telemundo. Recognized as a \u201c20 Under 40\u201d Top Influencer for 2022, she serves her community in English and Spanish with clarity, care, and credibility.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/nadiarodrigueztax\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Creating your path to advisory services - 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\/advisory-services\/creating-your-path-to-advisory-services\/","og_locale":"en_US","og_type":"article","og_title":"Creating your path to advisory services - Tax Pro Center | Intuit","og_description":"Learn how to create advisory services in your practice with this insightful article by Nadia Rodriguez, CPA, and Jasen Stine.","og_url":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/creating-your-path-to-advisory-services\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2022-07-15T13:00:35+00:00","article_modified_time":"2023-08-22T16:07:38+00:00","og_image":[{"width":700,"height":381,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/Path-to-Advisory-Services.jpg","type":"image\/jpeg"}],"author":"Nadia Rodriguez, CPA, CTC, Jasen Stine","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Nadia Rodriguez, CPA, CTC, Jasen Stine","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/creating-your-path-to-advisory-services\/#article","isPartOf":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/creating-your-path-to-advisory-services\/"},"author":{"name":"Nadia Rodriguez, CPA, CTC","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/4b9096993c259d4b31d55bc89e9b51b0"},"headline":"Creating your path to advisory services","datePublished":"2022-07-15T13:00:35+00:00","dateModified":"2023-08-22T16:07:38+00:00","mainEntityOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/creating-your-path-to-advisory-services\/"},"wordCount":680,"commentCount":1,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/creating-your-path-to-advisory-services\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/Path-to-Advisory-Services.jpg","keywords":["Tax Advisory"],"articleSection":["Advisory Services"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/creating-your-path-to-advisory-services\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/creating-your-path-to-advisory-services\/","url":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/creating-your-path-to-advisory-services\/","name":"Creating your path to advisory services - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/creating-your-path-to-advisory-services\/#primaryimage"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/creating-your-path-to-advisory-services\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/Path-to-Advisory-Services.jpg","datePublished":"2022-07-15T13:00:35+00:00","dateModified":"2023-08-22T16:07:38+00:00","breadcrumb":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/creating-your-path-to-advisory-services\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/creating-your-path-to-advisory-services\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/creating-your-path-to-advisory-services\/#primaryimage","url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/Path-to-Advisory-Services.jpg","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/Path-to-Advisory-Services.jpg","width":700,"height":381,"caption":"Path to Advisory Services"},{"@type":"BreadcrumbList","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/creating-your-path-to-advisory-services\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/taxprocenter.proconnect.intuit.com\/"},{"@type":"ListItem","position":2,"name":"Creating your path to advisory services"}]},{"@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:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/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:\/\/www.facebook.com\/IntuitAccountants","https:\/\/x.com\/IntuitAccts","https:\/\/www.instagram.com\/intuitaccountants\/?hl=en","https:\/\/www.linkedin.com\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/4b9096993c259d4b31d55bc89e9b51b0","name":"Nadia Rodriguez, CPA, CTC","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/2f13016da19b84d2d459d8ab531bce3c991786b02f2f94343c5d44d2e5424a93?s=96&d=identicon&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/2f13016da19b84d2d459d8ab531bce3c991786b02f2f94343c5d44d2e5424a93?s=96&d=identicon&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/2f13016da19b84d2d459d8ab531bce3c991786b02f2f94343c5d44d2e5424a93?s=96&d=identicon&r=g","caption":"Nadia Rodriguez, CPA, CTC"},"description":"Nadia Rodriguez, CPA, CTC, is a Dallas-based tax advisor with a master\u2019s degree in Taxation from the University of North Texas and a CPA license since 2009. She leads a boutique practice focused on proactive planning, advisory, and accurate compliance for individuals and closely held businesses. She founded the Nadia CPA Inner Circle, a community where tax professionals learn together and solve real client problems. Nadia is also the founder and lead educator of Tax Training Academy, delivering bilingual courses that provide practical, code-based tax education for working tax pros. Her background includes contributions within Fortune 500 environments on initiatives that improve practitioner enablement, and modernization across the tax profession. Nadia has presented for organizations including state CPA societies, NATP, the IRS Tax Forum, AICPA Engage, CPA Practice Advisor\u2019s Ensuring Success, Intuit Tax Pro Webinars, Latino Tax Fest, and Telemundo. Recognized as a \u201c20 Under 40\u201d Top Influencer for 2022, she serves her community in English and Spanish with clarity, care, and credibility.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/nadiarodrigueztax\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/Path-to-Advisory-Services.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-6Mq","jetpack-related-posts":[{"id":14016,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/tax-practice-of-the-future-3-steps-to-increase-advisory-services\/","url_meta":{"origin":26066,"position":0},"title":"Tax practice of the future: 3 steps to increase advisory services","author":"Jim Buffington, CPA","date":"November 28, 2018","format":false,"excerpt":"This article focuses on three critical steps future-focused tax practices can take to increase their advisory services.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"tax practice of the future","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/TPOTF-TWITTER-A.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/TPOTF-TWITTER-A.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/TPOTF-TWITTER-A.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/TPOTF-TWITTER-A.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":24222,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/the-path-to-advisory-now-available-for-download\/","url_meta":{"origin":26066,"position":1},"title":"The Path to Advisory: Now available for download","author":"Intuit Accountants Team","date":"November 4, 2021","format":false,"excerpt":"Download a new guide to developing an advisory services practice. The guide is full of guidance, tips, and checklists.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Advisory Services","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/10\/Advisory-Services.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/10\/Advisory-Services.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/10\/Advisory-Services.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/10\/Advisory-Services.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":24485,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/the-path-to-advisory-defining-your-tax-advisory-services\/","url_meta":{"origin":26066,"position":2},"title":"The Path to Advisory: Defining your tax advisory services","author":"Intuit Accountants Team","date":"December 6, 2021","format":false,"excerpt":"Build advisory services in your practice with a basic understanding of what kinds of services to offer.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Tax Advisory Services","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/11\/Tax-Advisory-Services.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/11\/Tax-Advisory-Services.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/11\/Tax-Advisory-Services.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":25846,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/how-to-know-when-youre-ready-to-move-to-advisory-services\/","url_meta":{"origin":26066,"position":3},"title":"How to know when you’re ready to move to advisory services","author":"Jim Buffington, CPA","date":"June 17, 2022","format":false,"excerpt":"Everyone\u2019s talking about advisory, but how do you know when it\u2019s time to make the move? Jim Buffington, CPA, and Jasen Stine offer guidance.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Advisory Services","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/05\/Advisory-Services-1.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/05\/Advisory-Services-1.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/05\/Advisory-Services-1.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/05\/Advisory-Services-1.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":31128,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/3-creative-ways-to-get-your-first-advisory-client\/","url_meta":{"origin":26066,"position":4},"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"},"classes":[]},{"id":28810,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/reasons-to-add-advisory-to-your-practice\/","url_meta":{"origin":26066,"position":5},"title":"4 reasons to add Advisory to your practice","author":"Kristen Keats, CPA","date":"April 28, 2023","format":false,"excerpt":"Get 4 key reasons to switch to an advisory practice in this informative article from Kristen Keats, CPA.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Advisory Services Vertical","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/04\/Advisory-Services-tools-for-your-practice.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/04\/Advisory-Services-tools-for-your-practice.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/04\/Advisory-Services-tools-for-your-practice.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/04\/Advisory-Services-tools-for-your-practice.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/26066","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\/144648954"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=26066"}],"version-history":[{"count":8,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/26066\/revisions"}],"predecessor-version":[{"id":26075,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/26066\/revisions\/26075"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/26070"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=26066"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=26066"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=26066"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=26066"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=26066"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=26066"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}