You’ve heard me talk about business strategy, financial growth, and the importance of knowing your numbers—but today, I want to take a step back and share my own journey. In this episode, I’ll walk you through how I went from working in a traditional CPA firm to completely shifting my focus toward advisory services, a move that not only changed my career but transformed the way I help business owners. If you’ve ever wondered what it takes to pivot, invest in yourself, and build a business that truly makes an impact, this episode is for you.
Key Takeaways:
- Many accountants begin their careers focusing on bookkeeping and tax compliance, only to realize that small business owners need more than just financial reports—they need strategic guidance to improve profitability and sustainability.
- Transitioning from a traditional accounting role to an advisory-focused business requires a deep investment in self-education, often through industry conferences, mentorship programs, and hands-on experience to truly understand business growth strategies.
- While building an independent financial practice can be daunting, taking the time to gradually shift from transactional services to high-value advisory work allows professionals to create greater impact and financial success for both their clients and themselves.
- Joining structured training programs and mentorship networks can accelerate the transition into advisory services, equipping financial professionals with the frameworks and confidence to guide business owners toward better financial decision-making and long-term success.
"I firmly believe that if more accountants went into the advisory side of things and really helped business owners grow, we would have a lot less failed businesses today." — Ryan Kimler
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
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