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New: True Advisor® — The Definitive CAS Success Guide
Find out exactly why your CAS
fees aren't where they should be
The CAS Pricing Confidence Scorecard™
10 questions, instant score, a clear picture of what to fix first.
Takes 10 minutes · No pitch · Instant results
20+ years inside the CPA profession
Top 100 Most Influential in Accounting — 9× consecutive years
20 countries of firm advisory experience
Creator of the TRUE Advisor® Framework
THE REAL PROBLEM
You already know your advisory is worth more.
So why aren't you charging it?
→ You quote a number and immediately wonder if you went too high, even when you know the value is there.
→ Clients accept too quickly and you feel sick, not victorious. A fast "yes" means you left money on the table.
→ Your partners can't consistently explain the advisory scope before a prospect sees the fee, so the fee always feels arbitrary.
→ You have "raised prices" three times and still end up discounting when clients push back.
→ You know firms doing the same work are charging 2–3× more. You just can't figure out how they get away with it.
"I know my advisory work is worth $3,000 a month. I charged $1,200. The client said yes immediately. And I felt sick."
— CPA FIRM PARTNER, 14 YEARS IN PRACTICE
WHAT YOU'LL DISCOVER
10 questions that diagnose your pricing infrastructure
Each question maps to a specific dimension of advisory pricing. You'll finish knowing your exact score and which levers to pull first.
Dimension of advisory pricing
01 Pricing model
02 Advisory identity
03 Partner confidence
04 Pre-sale clarity
05 Delivery margin
06 Scope definition
07 Renewal pricing
08 Value articulation
09 Client segmentation
10 Infrastructure readiness
0–30
FOUNDATION GAP
Pricing infrastructure needs rebuilding before fee increases will hold
31–69
TRANSITION ZONE
The right elements are there — specific gaps are costing you margin now
70–100
ADVISORY READY
Infrastructure in place — focus shifts to optimization and scaling fees
ABOUT THE AUTHOR
Hitendra R. Patil
Hitendra R. Patil
Founder, Accountaneur® · Creator, TRUE Advisor® Framework · CAAS Accelerator™
I've spent over 20 years working inside the accounting profession — not as an outside consultant, but as a practitioner, strategist, and advocate for what CPAs can become when they step fully into their advisory role.
The pricing problem I see in firm after firm isn't a confidence problem. It's a positioning and infrastructure problem. This scorecard distills the diagnostic I run with firms across 20 countries into 10 questions you can answer in 10 minutes.
There is no pitch at the end. Just clarity — and a clear picture of what to work on first.
.TOP 100 IN ACCOUNTING — 8× YEARS | TRUE ADVISOR® FRAMEWORK
CAAS ACCELERATOR™ | ACCOUNTANEUR.COM
Your CAS fees should reflect the value
you actually deliver.
Your CAS fees should reflect the value
you actually deliver.
Find out exactly where the gap is — in 10 questions, completely free.
Takes 10 minutes · No pitch · Instant results
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