Small business owners are leaving traditional CPAs.

The shift is real—and it's accelerating.

Small business owners are leaving traditional CPAs for advisors who offer what compliance alone can't: proactive strategy. Here's what the research shows: • Thomson Reuters Institute: Clients now expect forward-looking advice, not just year-end filings. • Journal of Accountancy: 75% of clients are moving from one-time compliance to year-round advisory engagements. • The gap: Compliance tells owners what happened. Advisors tell them what to do next... ...why small businesses are switching: ✔ Margin pressure demands smarter tax moves ✔ Regulatory changes require real-time guidance ✔ Growth needs strategy, not just scorekeeping Bottom line: When CPAs stay compliance-focused, clients find advisors who guide them year-round with each new program that comes out!!