By the Numbers: Accounting Professionals as Strategic Partners

Client expectations are changing, and accounting firms and certified public accountants (CPAs) are right in the middle of it.

As economic pressure, changing regulations and new technology create new questions for clients, many are turning to their accountants for guidance beyond traditional tax and bookkeeping support. They want help with benefits, HR technology and even AI, and the firms that can answer those questions are the ones deepening client relationships.

This infographic draws on isolved's Advisory Services Research to show where accounting firms are expanding their services, what's driving the shift and how you can turn evolving client needs into deeper, more profitable relationships.

What you'll learn:

• How firms like yours are sourcing new business, and where referrals fit in

• Which advisory services firms are adding next, so you can spot gaps before clients ask

• The compliance topics clients worry about most, from FMLA to COBRA, and where firms get pulled in

• How accountants are using AI today and where they expect it to matter most

• What makes an HCM partner referral-worthy, and why 89% of firms say they're likely to refer isolved

Download the infographic to compare your firm’s approach and identify new opportunities to support clients.