The B2B Podcast Index
Accounting Voices

Could CAS & Advisory Be What Saves Accounting from AI?

Accounting Voices · 2025-09-01 · 19 min

Episode notes

In Episode 2 of this 6-part series, Rob Brown explains why clients no longer value accountants as form-fillers and why they are demanding advisors who bring foresight, strategy and fluency. With 70% of SMEs saying they would switch firms for more proactive advice, advisory is no longer optional. Rob shares the evidence, real-world examples and a 5-step playbook to align your work with client expectations. This is not about firms. It is about you — your visibility, your relevance and your survival. Sponsored by Infinite Ties, led by Deneen Dias, empowering US firms to scale Client Advisory Services through peer-to-peer learning and training. **Key Takeaways** * 70% of SMEs would switch firms for more advice (Thomson Reuters) * Compliance is commoditised. Advisory is the expectation * Clients want foresight, strategy and sector fluency * AI can fill forms but cannot advise * 5 steps to start aligning with client demand today * Episode 2 of 6: The Accountant’s Survival Guide **Killer Quotes** * “Clients don’t want form-fillers. They want advisors” * “Advisory is not optional.

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