Advisory in accounting

Provide strategies to help your clients drive better business decisions for a successful future

What does "advisory services" mean?

Any service that helps the client forward is an advisory service. Anything that reports what happened in the past is compliance.

Lead relationships with advisory

Strategic advisory services are built into client engagements from the start — rather than being added on mid-stream — to help adjust behaviors to focus on the future.

Offer better client service

Examine business trends and forecasting future opportunities to provide agile coaching to your clients and help them execute their visions for achieving their goals.

Get paid for your value

Your expertise and knowledge are baked into every client engagement, ensuring a mutually beneficial experience for both parties, long-term growth, and revenue opportunities.

Accounting firm advisory services

Examples include:

  • Business best practices
  • Business entity structure planning
  • Cash flow planning
  • Company fringe benefits
  • Estate planning
  • Income shifting and education saving strategies
  • Independent contractor/employee analysis
  • Rental property operations
  • Selling a business
  • Succession planning

End-to-end solutions for your advisory journey

Practice Forward

Tools and customized coaching designed to enhance your firm’s advisory services, strengthen client relationships, and help you get paid for your value.

Checkpoint Edge

AI-powered tax and accounting research tool delivering expert-authored guidance and workflow aids to ensure your advisory engagements adhere to professional standards.


Accelerate the client engagement process and streamline how your firm gets paid.


Position your firm to increase engagements and new crypto tax planning and advisory service opportunities with clients.

Hear from your peers who made the advisory journey with Practice Forward.

The Practice Forward Journey


Pulse of the Practice

Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect insightful interviews with your peers as they share experiences and discuss relevant topics you're all familiar with, like leadership, client relationships, firm culture, staffing, technology, and much more!

Discover what advisory can unlock with Practice Forward

Build a firm around you with advisory services