ABOUT THIS EPISODE
Learning Objectives
- Identify strategies to transition a CPA firm from compliance to advisory-first.
- Apply proactive listening to uncover high-value client advisory opportunities.
- Structure advisory services using pricing buckets and pre-determined service levels.
- Manage scope creep while maintaining high client satisfaction.
- Coach and empower team members to scale advisory delivery effectively.
Is your CPA firm truly advisory-first or still stuck in compliance mode? In this episode of We’re Trying to Figure Out (WTF), host Saul talks with James “Jamie” Lopiccolo, CPA, CGMA, co-founder and CEO of Capricor Professional Advisors, about how to shift from reactive compliance to proactive, high-value advisory that transforms client businesses and strengthens relationships.
Jamie shares his journey from founding Capricor in 2017 to merging with Knock Accounting in 2021, explaining how traditional CPA firm models fell short in delivering proactive advisory services. He introduces the firm’s five pillars: leadership, tailored services, peace of mind, fee transparency, and proactiveness—and shows how these principles guide day-to-day client engagement and strategic decision-making. The merger added accounting expertise and client services that complement Capricor’s advisory focus, creating a cohesive and client-centric approach.
