NEW: True Advisor® – The Definitive Success Guide for Client Advisory Services

The step-by-step operating guide for CPA firms building, pricing, and scaling advisory services that clients value—and pay for.
True Advisor® is a practitioner-level field manual for firm leaders who want to move beyond merely “doing some advisory work” to running advisory as a deliberate, monetized operating model.

The Authoritative CAS Playbook for Modern Firms
The accounting profession is at a turning point: automation, AI, and client expectations are reshaping the definition of value.
True Advisor®  helps firms evolve—moving from transactional services to relationship-driven, insight-led advisory models that deepen client loyalty and drive higher margins.
Built on Patil’s True Advisor™ Framework, this handbook connects strategy, technology, pricing, communication, and delivery into one unified growth model for CAS excellence.

Included

• 360+ pages of practitioner-focused guidance

• Clear frameworks, models, and real-world examples

• Integrated CPA Trendlines research and survey findings

• Bonus tools and implementation resources (clearly optional)

Available as a premium professional reference designed for firm-level use.

Bottom Line

True Advisor® is for CPA firms that are serious about advisory—but want less hype and more structure.

If your firm believes advisory is part of its future, this book provides a clear, research-backed, and practical way to make that future work.