Home Practice Management

Practice Management

Which Are You? Trusted Accounting Technician or Trusted Business Advisor?

Nearly every accountant I’ve ever met refers to him- or herself as a trusted business advisor. However, when asked what makes them a trusted business advisor, most of their answers fit the description of a trusted accounting technician who acts more like a scorekeeper than a coach. The path from trusted accounting technician to trusted business advisor is a value-adding journey.