Many accountants want to offer advisory services, but they get stuck in the weeds of compliance, struggle to prove immediate value to clients, or feel overwhelmed by the rapid rise of AI.

True advisory isn't about sending your clients automated, 40-page reporting packs they won't read. It’s about human connection, solving their deepest pain points, and backing up your insights with the right tools.

Hear from Aleesha Bailey, Director at RSM, as she shares her practical blueprints she uses to build deep client trust, deploy AI safely, and scale advisory services that actually transform small businesses.

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