Implementing Advisory Services in Small Firms with Dave Hartley

Dave Hartley, CPA joins us to take us through his impressive career journey and highlight the pivotal moments that shaped his path in the industry. As a seasoned professional at Anders, he sheds light on the importance of advisory services and how they've become a game-changer for firms looking to offer more than just traditional accounting. We explore the challenges and opportunities of implementing advisory services in small firms, with Dave offering practical insights on how to make this transition smooth and effective.

Technology and AI are revolutionizing every industry, and accounting is no exception. Dave shares how leveraging these tools can streamline processes, enhance client services, and position firms for future growth. We also touch on the rising influence of private equity in accounting and what it means for firms of all sizes. Don't miss out on Dave's expert advice and actionable tips. Tune in to learn how you can implement these strategies in your practice!

What you'll hear in this episode:

[0:30] Introduction of Dave Hartley, CPA

[1:10] Dave's career journey

[3:55] Advisory services at Anders

[06:30] Implementing advisory in small firms

[11:25] Leveraging technology and AI

[23:30] Private equity in accounting

Connect with Dave https://www.linkedin.com/in/davehartley

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/