Congratulations on finding a "Golden Ticket" in your From Compliance to FP&A Guidebook and Journal

Thank you for attending FP&A: The Story of the Numbers at EVOLVE 2025 in Las Vegas. 

You’ve taken the first step toward transforming your firm’s future.

As part of our conference giveaway, you’ve earned a free one-hour advisory session focused on helping CPAs transition from traditional compliance work to offering high-value FP&A  services.

In this session, we’ll dive into:

  • How you can reposition your firm for sustainable growth

  • How to build recurring advisory revenue streams

  • Moving beyond tax prep into the forward-looking services your clients truly need

This is your opportunity to get personalized advice, a roadmap for next steps, and clarity on how to elevate your client relationships.

Preparing for your Q&A

Making the decision to transition out of compliance work into advisory services has been one of the biggest game changers in my entire professional career. Becoming a firm of the future isn’t just about increasing the average engagement per client, it’s how I’ve had the pleasure of using my expertise to help owners grow their business and achieve their dreams.

This has been such a transformational experience for me as a CPA that I can’t wait to share my journey with other accounting professionals who have the same vision.

To make the most of our time together, think about what you’d like to discuss:

  • Which stage are you at along the transformational roadmap?
  • What advisory services are you offering to clients now? Which services will you add next?
  • Where do you see the biggest opportunity for growth in your client base?
  • What are your biggest fears or hesitations about shifting to an advisory model?
  • What internal skills, tools or resources require the most development?
 
When you’re ready to schedule your session, please email me at ernie.villany@accountabilityservices.com and I will send you a calendar link. Thank you and I look forward to meeting you.