Making the shift from compliance to advisory

Accountancy firms are grappling with shifting from their traditional compliance focus to a new world of advisory-led services. However, this transition can be daunting—our collaborative ebook tackles and addresses these doubts.

Mockup of WhisperClaims Ebook 4 - "Making the shift from compliance to advisory"

What’s inside?

As compliance services have become commoditised and cloud-based. book-keeping and accounting technology has led to margins becoming squeezed, accountancy firms have had to start to consider how they will build more sustainable and profitable businesses in the future.

In collaboration with a leading consultant to accountancy firms, Richard Brewin FCA, this guide has been developed to help you to navigate the challenges and pitfalls facing accountants when they set out on this journey and to put the role of our software into context.

A bright, modern desk of someone at work, with an open tablet device showing WhisperClaims' "Compliance to Advisory" ebook
Photo of Rob Newman

Rob Newman

Carter Collins & Myer

WhisperClaims has been very successful for us. A structured, process-driven approach to standardising the delivery of a valuable consultancy service.

Lancashire | England
Phil Ellerby

Phil Ellerby

Northern Accountants

WhisperClaims was the trigger to spend more time with our clients. The income it has generated us and the tax benefits clients have seen have been astronomical.

Leeds, Doncaster, Hull, Ilkley | England

Ebook Authors

Portrait of Richard Brewin

Richard Brewin, FCA

Progress BB | Joint Managing Director

Full Chapter List

  • What are advisory services? 01
  • Why does advisory seem to matter so much now? 02
  • How should I delivery advisory services to my clients? 03
  • What’s the first step? 04
  • How does WhisperClaims help this transition? 05