FROM THE CO-FOUNDERS

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Pat Johnson & Dick Outcalt, Co-Founders, BusinessStrata-G.com

The Risky Promise of "Advisory Services"

As a CPA, you know that there has been a paradigm shift in the accounting profession. 

In the past, accountants, bookkeepers, and CPAs were always behind-the-scenes running the numbers, keeping everything in compliance, and focused on taxes.

But today, business owners want their accountant to be more than a bookkeeper or IRS specialist.

They want a “business advisor.” Someone to rely on to guide them as they make financial decisions for their business.

There’s just one problem: You are not an expert in their business. You’re an expert in accounting.

Offering business advice comes with a risk of culpability. 

You could be giving bad advice because you don’t fully understand their industry or the nuances of their business model, even with the best of intentions.

It’s even worse for your managers and staff accountants. They’re not even business owners. 

You don’t want to put them in a position where they’re expected to provide that level of guidance.

But there’s good news. You don’t need to have a brain, or gut, for business to be able to provide high-value, advisory-like services for your clients. 

The risk-free solution is Business Strata-G.com.

  • You can use a Strata:G Toolkit to start conversations with your clients about the financial health of their business. 
  • Use our integrated P&L plus Cash Flow calculators and industry benchmarks to show them how their suggestions for changes would affect their profits and cash flow.

Advice is subjective. Numbers are not.

Try out Strata:G for one of the four industry types we support (Retailers, Restaurants, Professional firms, or Service businesses.). 

See, in practice, how you can add a ton more value to your client’s businesses, without the added risk of giving subjective advice. 



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