Is this advisory opportunity worth pursuing?

Advisory services can be a powerful growth driver for tax and accounting firms, but not every opportunity is the right fit. Pursuing engagements without a clear evaluation process can strain resources, impact profitability, and divert attention from higher-value client work.

This checklist provides a simple six-step framework to help your team assess advisory opportunities before committing time and resources. Use it to identify engagements that align with client goals, support firm profitability, and can be delivered efficiently and consistently.

Why download this checklist?

• Evaluate advisory opportunities using a clear, repeatable decision-making framework
• Prioritize engagements that deliver meaningful value and measurable outcomes for clients
• Assess implementation complexity, staffing requirements, and resource availability before moving forward
• Improve pricing and profitability by confirming scope, value, and monetization potential upfront
• Make more confident advisory recommendations based on client goals, available data, and firm capacity

Successful advisory practices focus on quality over quantity. Download this checklist to help your team qualify opportunities more effectively, allocate resources strategically, and pursue the advisory engagements most likely to create lasting value for both your clients and your firm.