22 Years of Hard-Won Knowledge.
Now in a Form You Can Use Tomorrow.
Five books written exclusively for accounting professionals. Each one distils over two decades of work at the intersection of CPA firms, financial technology, and the vendors who serve them — into something you can act on immediately.
Top 100 INFLUENCER IN ACCOUNTING
BOOKS PUBLISHED
COUNTRIES
CONTINENTS
NEW RELEASE · THE DEFINITIVE ADVISORY-CAS GUIDE
True Advisor®
The Definitive Success Guide to Client Advisory Services (CAS)
THE PROBLEM THIS BOOK SOLVES
"Advisory" has been the most talked-about opportunity in accounting for a decade. And yet, for most firms, it remains exactly that... talk. This book changes that. It is the first definitive, practitioner-written guide to turning advisory from an aspiration into a structured, profitable, scalable practice.
Most firms know they should be doing more advisory work. Fewer know exactly what that means, how to price it, how to deliver it consistently, or how to stop giving it away for free. True Advisor® answers all of those questions, without the fluff, without the theory, and without the vague inspiration that fills most business books.
This is the book for the firm that is serious about advisory, not just curious about it.
THIS BOOK IS FOR YOU IF...
> You are a CPA firm partner who knows advisory revenue should be higher
> You have tried "doing advisory" and it never became a real practice
> Your team delivers incredible value that goes consistently unbilled
> You want to price with confidence, not apologize for your fees
> You are building CAS/CAAS and want the definitive playbook
> You want the framework before committing to a full engagement
> You are a vendor/partner selling CAS related solutions/services to CPA firms and want to truly
understand what Advisory-CAS really is.
Available on CPA Trendlines
Allan D. Koltin, CPA, CGMA, CEO / Koltin Consulting Group
“Hitendra Patil’s True Advisor framework provides firms with a clear roadmap to move beyond simply delivering data to offering decisions, direction, and actual results that clients value. If you are ready to stop merely talking about CAS and truly transform your firm, this book is your guide.
Wayne Berson, CEO, BDO USA / Chairman, BDO International
"Advisory-CAS isn’t just the future of the profession; it’s the present opportunity that many firms are still missing. Patil elevates the discussion to a whole new level, explaining why Client Advisory Services matter and demonstrating how to build, scale, and make them an essential component of client service delivery.”
Jim Bourke, CPA, Partner and Managing Director, Advisory Services – Withum
"For anyone serious about growing their advisory practice and staying ahead in the profession, this book is a must-read. Patil has created more than just a guide. He has given us a blueprint for the future of accounting.”
Amit Chandel, CPA, Founder, S.W.A.T. Advisors and Focus CPA Group, Inc.
"Patil has done it again! His latest book on Client Advisory Services is a real game-changer that goes beyond the basics to give you a complete, transformative system… What really sets this book apart is the practical blend of mindset and method. You will find a ton of tools, templates, case studies, and client success stories.”
THE NATURAL PATH
Not Ready for a Briefing Yet?
The Book Is the Perfect First Step.
Every engagement begins with understanding. The books give you that understanding — at your own pace, on your own terms — before we ever speak. Many of our best clients started here.
Read the Book
Understand the framework. Feel the gap close.
Subscribe to the Newsletter
Bi-monthly insights to keep the thinking sharp.
Book a Briefing
When you're ready, we apply it to your situation.
Full Engagement
Your firm or vendor business transformed.
The Accounting Profession Owes You More.
Start Collecting — One Page at a Time.
The books are where the thinking begins. The briefing is where it becomes specific to you. Both are available now.
Books ship globally · Briefings available via video call worldwide
