For CPA firm leaders and the companies that sell to them. Bring the real decision you're facing, not a topic to explore, and leave with a clear next move, written down and in your inbox within 24 hours.
Three ways to work with me, depending on how deep you need to go. Start below.
[See the three options ↓]
A short diagnostic to find the question actually worth your time and money. We pin down the specific challenge under the general frustration. If a paid session is the right next step, you'll know which one and why. If it isn't, I'll tell you that too.
Best for: Anyone who knows something's stuck but hasn't named it yet.
Sixty minutes on one real problem in your practice. Pricing that's slipping. A client transition you're about to propose. An advisory launch you keep circling. You bring the specific situation, I give you my read and where I'd start, and you leave with a next move you can act on that week. A written summary follows within 24 hours.
Best for: Firm owners and vendors who want a straight answer on one thing, fast.
My guarantee: If you finish the hour without a change worth more than the $295, tell me and I'll credit the full fee toward your next strategy call with me.
The deep one. Before we talk, you send your current CAS proposals, your pricing, and how you present the service publicly. I go through all of it ahead of time. Then we spend 90 minutes on where your positioning and pricing are quietly costing you margin, and I rebuild the specific moves in the order to make them.
You leave with a written Positioning & Pricing Blueprint for your firm: the exact changes, the sequence, and the language to use. You also get the call recording and a two-week window to email me follow-up questions.
Because the analysis and the written plan are custom to your firm and delivered as work product, the Audit is all sales final.
Best for: Firms whose CAS revenue is growing while the margins stay flat.
My guarantee: If I can't point to at least one change in your own numbers worth more than the $750, I'll credit the full fee toward your next session with me.
Not sure which fits? Start with the free Strategic Briefing and I'll point you to the right one.
One · Book and pay. Pick your session, pay through Stripe. Payment confirms your spot and starts the scheduling. Confirmation lands in your inbox right away.
Two · Choose your time. Within one business day you get available slots across time zones. Pick one and it's on both calendars.
Three · Complete the questionnaire. A short pre-session questionnaire comes after scheduling. Your answers let me arrive already thinking about your situation. Ten to fifteen minutes, and it's the difference between an exploratory chat and a session that moves something.
Four · The session. A focused video call. I put 25+ years across the accounting profession directly on your situation, and we end with specific next actions written down. The summary follows within 24 hours.
Two audiences, one table. Whether you're the firm or the company selling to the firm, the only qualification is a specific question worth an expert hour.
You have a decision in front of you and you want an answer, not another article to read.
A managing partner facing a specific advisory pricing or positioning call
A firm owner who read the True Advisor® book and needs help applying it to a real situation
A partner with a fee conversation, proposal, or client transition coming up who wants to prepare
A firm at a decision point (advisory launch, niche pivot, CAS buildout) that needs a clear starting position
Questions people bring:
How do I define and position my firm's advisory identity?
Which clients do I approach first for a formal advisory retainer?
A client is pushing back on my advisory fee. How do I hold it?
How do I build an advisory practice that isn't dependent on me personally?
You sell to accounting firms and something in the approach isn't working the way it should.
A sales leader whose team keeps losing deals to silence after strong first meetings
A marketing leader who needs to know if the messaging is landing with firm decision-makers
A founder trying to understand why a market segment won't respond
A customer success leader diagnosing why adoption at firms stays low
Questions people bring:
Why aren't our demos converting to signed contracts?
How do we position the product so partners see the revenue case?
What's the right message for a managing partner versus an administrator?
How do we break into a segment we haven't cracked?
These sessions work when you arrive with a specific question a focused expert can answer directly. They're the wrong format for general exploration or orientation to CAS. If you're not yet sure what your question is, the free Strategic Briefing is where to start. It exists to find it.
I arrive having read your questionnaire and having thought about your situation. The call is counsel, not catch-up.
Direct, not diplomatic. This isn't a coaching conversation that nudges you toward your own conclusions. I'll tell you what I think, specifically. If the honest answer is uncomfortable, you'll hear it anyway.
Specific to your firm. The output is built for your situation, not principles you could find in a book. The more specific your questionnaire, the more specific the counsel.
Commercial, not theoretical. The perspective is grounded in how firms and their vendors actually price, sell, and grow. It's based on what has worked, watching this play out across the profession for 25 years.
Built around decisions. We end with the exact calls you need to make and the order to make them. The written summary keeps those decisions from getting lost in next week's operational noise.
Sixty minutes is sixty minutes. Starts on time, stays on your question, ends with something concrete. No overruns without your say-so. No filler. No setup for a pitch about a bigger engagement.
"We've spent years describing our services in accounting language, and Hitendra's framework pushed us to strip that away and get to the actual outcomes clients care about, in words they'd actually use. The homework is structured and practical — it works through your offerings piece by piece, so you're not just absorbing concepts, you're actively rebuilding your messaging as you go. For a firm that's been trying to sharpen its advisory positioning, this has been the most focused progress we've made in a long time. Still early in the three-month program, but already worth it.
Scott Henvey, Partner at L&H CPAs and Advisors
"Four sessions with Hitendra changed how NEXGEN CFO thinks about entering the U.S. CPA market. He understands exactly how a CPA firm owner evaluates a service, solution, or offshoring partner looking to work with CPA firms, and what causes them to move on before a real conversation even starts. Hitendra does not soften hard truths. Our positioning and outreach preparation came out sharper on the other side of this. Looking forward to continuing to work with Hitendra."
Mayuresh Deosthale: Virtual CFO | CFO turned Entrepreneur
"I wasn't expecting a reply. But to my surprise and delight, not only did he respond, his depth and breadth of understanding and insights are of incredibly high caliber. He is undoubtedly the trusted advisor of advisors."
Kimberliann Chambers EA · CEO & Founder · Enrolled Agent
"Hitendra combines an acute understanding of the tax and accounting business with a worldly education on the essential principles of success and specific skills in business process engineering and digital technologies. His is a voice that is listened to and, for those who are smart enough to understand his qualifications, to heed."
Rick Telberg, Founder, CEO @ CPA Trendlines Research | Actionable Intelligence | Top 100 Most Influential
What does each session cost? It is an investment. The Strategic Briefing is free. The CAS Strategy Call is $295. The CAS Positioning Audit is $750.
Can I bring more than one question? The Strategy Call is built around one specific problem worked properly. Bring the one that matters most. The Audit covers your whole positioning and pricing picture.
How fast can I get a session? You'll get time slots within one business day of payment.
What's the refund policy?
The Strategy Call carries a guarantee: if it's not worth more than the $295, I'll credit the full fee toward your next strategy call with me..
The Positioning Audit is all sales final, because it includes advance review of your materials and a written plan built specifically for your firm, delivered as work product. Yet, if I can't point to at least one change in your own numbers worth more than the $750, I'll credit the full fee toward your next session with me.
How is the Audit different from the Strategy Call? The Call is live thinking on one problem, with no prep. The Audit is a full teardown of your positioning and pricing, with your real materials reviewed in advance and a written Blueprint you keep.
What video platform? The session runs on MSTeams video, any time zone. If you have any other preferred video platform, invite me.
These sessions work when you arrive with a specific question a focused expert can answer directly. They are the wrong format for One session with the right expert changes what comes after it. Pick the depth you need, complete the questionnaire, and arrive with your most important question. Leave with a specific answer and the next actions to act on it, in writing within 24 hours.
