Offering Advisory Services with guest Caleb Newquist


In this episode, Jason Blumer and Greg Kyte discuss an article by Caleb Newquist on ways you can improve your firm RIGHT NOW, including offering new services. When Caleb joins them, they continue to discuss why adding new services is important and how much courage it takes. They also cover AI, what “trusted advisor” REALLY means, and proving your value to clients.

Thank you to our sponsors, Intuit and Thomson Reuters, for supporting the Thrivecast!

Mentioned in the show:

Become a Thriveal Member!
Thomson Reuters
Monthly Thriveal Intro Call
Thriveal Facebook Live videos
Deeper Weekend 2019
Learn about our Future Firm Groups!
Thriveal’s New Coaching and Advisory Lab and Info Call
Caleb Newquist
Going Concern
The 5 Things You Can Do Right Now To Improve Your Accounting Firm
The Thrivecast Summer Book Club
Episode 55 with Gretchen Rubin

Audio Engineering by: Shane McMullin

Produced by: Jennifer Blumer

About our guest: Caleb Newquist

Caleb Newquist is Editor-at-Large at Gusto. In 2009, he became the founding editor of Going Concern, the one-of-a-kind voice on the accounting profession, serving in the role for 9 years. Prior to Going Concern, Caleb worked as a CPA for nearly 6 years in New York and Denver. He lives in Denver with his wife, daughter, and two cats. You can follow him on Twitter at @cnewquist.

Caleb Newquist

Editor-at-Large at Gusto

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