The rise of artificial intelligence has opened up exciting opportunities for accounting firms to deliver more value through advisory services. But with so much information available, how can you leverage AI effectively? How do you turn it into a service that clients find valuable and are willing to pay for? And, importantly, how do you price that service based on value? This webinar will address these questions and explore how you can structure your firm’s advisory services to harness the full potential of AI.

Presented By: Mark Holton, Smithink

Key Takeaways:

Artificial intelligence (AI) is no longer just a buzzword; it’s transforming the way accountants deliver value. While compliance will always remain, AI offers new opportunities to build stronger, more profitable advisory relationships.

Advisory Is About More Than Tools

AI can streamline processes, but success depends on leadership commitment, capacity, and the willingness to change your model. Without this, advisory services won’t take hold.

From Compliance to Reliance

Compliance isn’t going away, but firms that focus on their top clients and “love them a little more” can build reliance through forward-looking advisory powered by AI.

Scale Matters

Advisory must be structured like compliance, with the right people doing the right tasks at the right pay rate. Firms that throw “all hands on deck” at projects risk eroding profitability.

Real-Time, Not Historical

AI tools enable real-time metrics, cash flow forecasting, predictive analysis, and scenario modelling. These help clients make smarter decisions today about their business tomorrow.

Personalise the Data

Clients don’t just want raw AI outputs. Accountants need to turn data into personalised insights and strategies that are easy to understand and valuable in practice.

Engage Before You Deliver

Too many firms jump to delivery without engaging clients properly. Start with understanding client needs, then design services, pricing, and processes around them.

Human Factor Drives Value

AI brings efficiency, but it’s the human element, including storytelling, context, strategy, and relationship-building, that creates billable value and lasting client impact.

The Future of Advisory

Expect to see AI-driven benchmarking, risk management, strategic planning, and annuity-style advisory models become central. Firms that embrace AI will deliver deeper insights, scale services, and future-proof their practices.

AI is reshaping accounting, but it’s the people who make it work. At our Young Guns Workshop 2025 your emerging leaders will explore AI alongside the leadership and communication skills firms need to thrive. 👉 Early bird ends 26 September secure your place for the final Young Guns Workshop!