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Unlike my earlier interview with Peter Hickey, Fred advocates for a numbers-based approach. This speaks to a challenge that many firms face when moving to advisory: “Advisory” is a vague and ill-defined term.

While for some, it can imply board-level goal setting, strategic planning and even tackling human resource issues, for others like Fred, it should be specifically related to those ever constant (and measurable) numbers. 

“Business owners have been conditioned for 100 years to see their CPA as an expert in all things financial,” so why would you step outside of that role??