FOR CPAs
From tax preparer to strategic advisor.
AI is taking the preparation. It can't take the relationship, the judgment or the strategy. That's where the profession goes next.
The problem.
80-hour seasons and no team
A product being commoditized by AI
Clients asking questions the old model doesn't answer
The flip: Sell the strategy. Let technology handle the prep.
What changes for your firm.
- Higher-value clients
- Planning engagements, not just filing
- Year-round revenue instead of seasonal
- A repeatable strategy process
- Being the answer when clients ask AI “who can help me with this?”
Where Jeremy fits.
Advanced strategy education for CPAs who already know the fundamentals and want to deliver planning at a higher level. Collaborative, not a replacement for your firm.
Find your next step
Where should you start?
Describe your experience and goals. You'll get suggested next steps for moving into advisory work.
Join the CPA Advisor Program waitlist
Tell us about your practice and we'll be in touch as the program opens.
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Questions CPAs are asking.
How is AI changing tax preparation?
AI agents can now read source documents, populate a return and run diagnostics in a fraction of the time a manual preparation took. The work that used to fill a season is compressing into hours. What AI does not do is decide which facts a client should create during the year, or take responsibility for the judgment behind a position.
What is a strategic tax advisor?
A strategic tax advisor works ahead of the return instead of behind it. They project the year before it closes, design the structure and facts that fit the client's situation, and make sure the plan is actually implemented in the tax year. The return becomes the record of decisions already made.
How do CPAs move from compliance to advisory?
It starts with pricing the advice rather than giving it away, and with a repeatable planning process: projection, core strategy, advanced strategy, implementation. Most firms begin with a small group of existing clients, deliver planning engagements separate from the return, and expand from there.
Will AI replace CPAs?
It replaces a task, not a profession. The preparation work is being automated. The relationship, the judgment and the accountability for a position are not. CPAs who move toward strategy get more valuable as preparation gets cheaper.
What does year-round advisory revenue look like for a firm?
Instead of revenue concentrated in filing season, planning engagements are spread across the year: projections mid-year, strategy design in the autumn, implementation before year end, and review afterward. That changes both capacity planning and cash flow.
What should a CPA do first to start the shift this year?
Pick a handful of clients whose situations you already understand well, run a mid-year projection for each, and present the planning conversation as its own engagement with its own fee. The process matters more than the number of clients you start with.