How can you turn this tax season into your advisory growth catalyst?
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How can you turn this tax season into your advisory growth catalyst?
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About this listen
As tax season heats up, many firms are racing to transform compliance work into high-value advisory services; but how do you make that shift when you're already stretched thin? In this episode of the Thomson Reuters Institute's Clarity podcast, TRI's Nadya Britton sits down with Jody Padar, the "Radical CPA" and CEO of Excel Labs, to explore how tax professionals can turn this busy tax season into an advisory growth catalyst by reframing client conversations, restructuring workflows, and upskilling teams to spot revenue opportunities hidden in everyday interactions.
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