We help CPA firms build profitable advisory practices by moving beyond compliance into clearly positioned, well-priced, scalable Client Advisory Services. This includes:
CAS Strategy: Define what advisory means for the firm and where it fits economically. Create a clear advisory direction anchored to client demand, capacity, and growth priorities.
Advisory Service Design: Turn internal expertise into outcome-driven advisory services clients understand and pay for. Structure services to be repeatable, scalable, and centered on client decisions.
CAS Pricing and Packaging: Align advisory fees to business impact instead of effort. Establish pricing logic partners can defend without hesitation or discounting.
Advisory-CAS Positioning: Clarify s how the firm is perceived when clients think about advice, not compliance. Position the firm as a decision partner rather than a reporting provider.
Client Value Communication: Make advisory impact visible before and after delivery. Connect fees to outcomes, consequences, and improved decisions in client language.
Firms work with us when advisory revenue stalls, pricing confidence is low, or clients fail to see the full value of what the firm delivers.
Build advisory-CAS practice
Increase advisory revenue,
Improve realization,
Reduce client churn, and
Strengthen long-term client relationships.
This includes CAAS implementation, advisory maturity assessment, AI-enabled advisory design, and creating advisory services clients trust and pay for.
We help vendors, SaaS companies, fintech providers, and service firms selling to CPA firms accelerate trust and go-to-market success.
Selling to accountants requires credibility, relevance, and alignment with how CPAs evaluate risk, value, and expertise. Generic B2B sales tactics fail in the CPA market.
Go-to-market Strategy for Accounting SaaS and Services: Define how accounting-focused products enter the market with precision around buyer, timing, and buying triggers. Convert vague demand into a repeatable revenue motion aligned with how CPA firms actually evaluate risk and value.
CPA Market Positioning: Clarify what the offering stands for in a crowded, skeptical CPA market. Establish a defensible identity that makes the product easy to place and hard to dismiss.
Trust-based Messaging: Rebuild messaging around credibility, judgment, and consequence rather than features. Align language with how accountants assess trust before they consider change.
Sales Enablement: Equip sales teams with narratives, frameworks, and proof points that match the CPA buying process. Reduce reliance on improvisation and increases consistency across deals.
Reducing Sales Friction When Selling to Accounting Firms: Identify where hesitation, resistance, and delay enter the buying cycle. Remove cognitive and procedural obstacles that slow decisions and stall conversions.
Develop and execute go-to-market strategies and processes.
Shorten sales cycles,
Improve conversion, and
Differentiate in crowded CPA markets.
Hitendra R. Patil, our CEO, is the creator of the TRUE Advisor® Framework, a practical system used to build advisory credibility, price with confidence, and scale advisory services. The framework underpins all CAS advisory, pricing, positioning, and CPA market go-to-market engagements.
Building or scaling Client Advisory Services (Advisory-CAS),
Firm partners responsible for advisory growth and pricing, and
Vendors entering or expanding in the CPA market.
TRUE Advisor® Framework is relevant for accounting SaaS, outsourcing providers, and service firms seeking trust-based selling into professional services markets.
Advisory and Consulting for CAS and Advisory Growth: Structured advisory engagements that convert existing expertise into scalable, well-priced advisory revenue. Focused on strategy, service design, pricing logic, and client-perceived value.
Go-to-market Advisory for Vendors to the Accounting Profession: Positioning, messaging, and market-entry advisory for companies selling to CPA firms. Designed to align offerings with how accountants buy, decide, and trust.
Executive Workshops: Intensive working sessions that reset how firm partners think about advisory, value, and growth. Built to produce decisions, not inspiration.
Leadership Sessions: Closed-door sessions for firm leaders navigating pricing confidence, advisory identity, and strategic direction. Centers on judgment, trade-offs, and long-term positioning.
Keynote Speaking on Advisory Transformation, Trust, Pricing, and Frowth: Provocative, framework-driven keynotes that rewire how accountants think about their role and value. Grounded in real firm behavior, not trends or theory.
Accountaneur® is led by Hitendra R. Patil, founder and CEO, Top 100 Influencer in Accounting, creator of the TRUE Advisor® Framework, author, advisor, and keynote speaker.
With over two decades of experience at the intersection of accounting services providers and vendors in the accounting profession, he advises CPA firms, vendors, platforms, and service providers across the accounting ecosystem.
He is recognized as a Top 100 Most Influential Person in Accounting and is a frequent speaker on Client Advisory Services, advisory transformation, pricing, positioning, technology and AI leverage, and CPA market go-to-market strategy.
For CAS consulting, advisory strategy, CPA firm pricing, or vendor go-to-market strategy for the accounting market, contact hitendra@accountaneur.com.
Struggling to launch or scale Client Advisory Services (CAS) or Client Accounting and Advisory Services (CAAS)?
Finding it difficult to get clients or prospects to see your value?
Facing difficulties in implementing or expanding CAS/CAAS to meet client demands and stay competitive?
Not too happy about your pricing and profitability?
Not sure how to leverage AI to power your expertise and experience to distinguish your firm and services?
Worried and confused about outsourcing/ offshoring arrangement but not clear about the complexity and risks involved?
Discover our advisory services for CPA & Accounting Firms
Struggling to find product-market fit?
Finding it hard to break through industry noise?
Finding it challenging to build credibility and trust
Puzzled about scaling sales and partnerships?
Worried about managing client retention and long-term value?
Experiencing high churn/ low/slow product adoption due to limited client engagement?
Struggling to help clients become successful using your solution(s)?
Stressed about inefficient processes, compliance risks, or scaling operations?
Discover our advisory services for SaaS Fintech Growth Strategies
Finding it challenging to launch/grow your brand in the US market?
How do you stop being mostly invisible even after spending time and money for long enough?
Worried about how to differentiate in what seems like a commoditized/overcrowded market segment?
Struggling to find ways to find good-fit leads and actually getting conversations?
Finding it hard to sell to CPA/accounting firms?
Can't figure out what is the secret sauce for making them stay forever?
Stressed about how you can scale without becoming mediocre?
Discover our advisory services for Vendors to CPA & Accounting Firms
If you are committed to moving past roadblocks and achieving sustainable growth, you have reached the perfect place!
Advisory services for CPA/Accounting firms
Strategies for scaling client advisory services (CAS)
Advisory services for Fintech SaaS companies that sell solutions to CPAs/Accountants
Overcoming challenges in CPA/Accounting firm growth
Best practices for client retention in CPA/Accounting firms
How to implement client accounting and advisory services (CAS/CAAS)
Advisory services for vendors that sell services to CPA and accounting firms
Leveraging AI in accounting practices for profitability
Strategies for SaaS providers in accounting
Navigating outsourcing challenges in CPA/Accounting firms
Expert advisory services helping CPA and accounting firms, Fintech SaaS companies, and vendors to accountants overcome challenges and achieve growth.
We specialize in turning your challenges into growth opportunities.
With 20+ years of expertise in providing solutions/services to CPA/Accounting Firms, Fintech, SaaS, and Global Outsourcing/Offshoring companies, we understand the high-stakes challenges you face in today’s fast-evolving market.
We help CPA and accounting firms, Fintech SaaS solutions providers, and global businesses selling to CPA/accounting firms in the US marketplace overcome these hurdles and unlock their full potential.
I have been working exclusively in the CPA/Accounting profession related services and solutions market for over 20 years. I am blessed to be recognized by Accounting Today as one of the Top 100 Most Influential People in Accounting. Accountants from 20 countries across 5 continents have bought the 3 books that I authored exclusively for accountants.
Leverage my experience and expertise in strategies, insights, mentorship, guidance, processes, tactics, tools, and templates that empower you to turn your potential into the performance you desire and deserve. Hence, the best insights I can share with you are how you can achieve greater success in the accounting profession.
Contact me for exclusive services and solutions.
“Accountaneur: The Entrepreneurial Accountant”® is the Registered Trademark of Hitendra R. Patil.
Hitendra's prior written consent is required to use this Trademark. When using the marks “Accountaneur: The Entrepreneurial Accountant”® in publications distributed only in the United States, include the appropriate ™, ℠, or ® symbol on first use. For publications distributed outside the United States, use the appropriate trademark attribution notice, for example: “Accountaneur: The Entrepreneurial Accountant”® is the trademark of Hitendra R. Patil, registered in the U.S.
