5 steps to soft-launch new advisory services

Your clients need more than tax preparation, but launching new advisory services doesn’t have to mean a massive overhaul.

Shifting from compliance to a consultancy model can start with a simple, strategic soft launch. A measured, low-risk entry point allows you to evolve your business model while creating deeper client relationships and unlocking new year-round revenue opportunities. Here’s how to start small, test with the right clients, and build a more valuable tax advisory practice.

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1. Identify your ideal advisory clients

2. Make it tangible and personal

3. Create capacity for advisory work

4. Reframe the conversation around the value of advisory services

5. Leverage technology to scale your advisory practice

Take the first step to soft launch new advisory services

1. Identify your ideal advisory clients

Begin by identifying clients who already rely on your firm for more than just tax preparation and may be ideal early adopters of your new advisory services. Include those folks who ask big-picture questions or need help navigating business complexity. Clients who are juggling multiple entities, growing rapidly, or facing decisions with significant financial impact are most likely to benefit from your strategic guidance.

For your soft launch, focus on 3-5 clients maximum. This targeted approach allows you to test your advisory offerings without overextending your resources. By concentrating on right-fit clients, you can serve fewer clients, earn more revenue, and enjoy better employee engagement; a core principle of the growth mindset approach.

Remember, not every client will be a fit for this kind of engagement. That’s okay. Part of building a future-focused firm is giving yourself permission to say no to clients who don’t align with where your business is going.

2. Make it tangible and personal

Once you’ve identified a few ideal clients, reach out and offer something small and specific, like a complimentary strategic session or a quarterly business review. Use that time to show the real impact your insights can have. Tailor your message to what matters most to them and be prepared with examples that illustrate how your guidance can lead to better outcomes.

Tailor your outreach

Come prepared with relevant examples showing how guidance leads to better outcomes. Emphasize the consultative, not transactional, nature of your relationship. This approach aligns with growth mindset principles, focusing on relationship-building over task completion creates the foundation for sustainable accounting advisory engagements.

Once you’ve engaged these initial clients, your next step is creating internal capacity to deliver exceptional advisory work.

3. Create capacity for advisory work

Strategic planning and workflow restructuring are required to successfully implement strategic new advisory offerings. You can’t simply add advisory work on top of your existing compliance workload.

Follow this gameplan to facilitate the shift to advisory:

Evaluate your current workload. Assess your commitments and identify tasks that can be automated or delegated. Utilize AI-powered tax technology to free up time previously spent on routine compliance work.
Schedule regular planning sessions. Allocate specific times each week for advisory planning. Treat these meetings as you would any critical deadline to ensure consistency and focus. Advisory is important but not urgent, so you must protect time for it.
Define your value proposition. Clearly articulate the specific benefits and outcomes your firm’s advisory services would provide to clients, including potential tax savings, revenue growth, or strategic insights.

4. Reframe the conversation around the value of advisory services

Moving from compliance to advisory isn’t just about the services you offer. It’s also about how you price and position them. Rather than charging by the hour, consider adopting a value-based pricing model that reflects the knowledge and experience you have — and prioritizes how that insight will help your clients achieve their goals.

Set clear expectations

A clear, upfront scope of work with pricing tied to specific deliverables or outcomes sets expectations and builds trust. It also allows your firm to deepen client relationships by shifting from one-off transactions to ongoing, year-round collaboration.

Value pricing is subjective and varies from client to client because it is based on what the client values most and what they are willing to pay for that value. This approach eliminates billable hours and focuses on the value you provide your clients.

With the right pricing model in place, technology becomes your force multiplier.

5. Leverage technology to scale your advisory practice

As more accounting firms make the shift to tax advisory services, AI-powered software plays a pivotal role in streamlining internal processes and providing data-driven client insights. Creating capacity isn’t about doing more compliance work. It’s about freeing time for value-added advisory.

AI tax planning software helps firms scale tax advisory by turning client data into prioritized planning opportunities, guiding staff through next-step questions, and delivering consistent, high-impact recommendations across the team. Tools like Thomson Reuters Ready to Advise use AI-powered insights, automated workflows, and step-by-step guidance backed by trusted tax content so firms can delegate more work confidently, maintain quality, and produce client-ready reports that clearly demonstrate value and support advisory growth.

Take the first step to soft launch new advisory services

The shift from compliance to advisory doesn’t require transforming your entire firm overnight. It starts with the right clients, a clear value proposition, and the willingness to take that first strategic step. A low-risk, measured approach to strategic advisory offerings allows you to build valuable client relationships while testing your model and unlocking year-round revenue without a massive overhaul.

Ready to transform your practice and unlock year-round revenue? Download our white paper, Mastering the growth mindset by putting tech to work, to get the complete road map. Learn how leading firms are creating capacity, leveraging technology, and building sustainable advisory business models.

Launch advisory with proven tools like Practice Forward, which provides the methodology, templates, and consulting support you need to transition from compliance to advisory. Access 160+ tools including proposal templates, pricing calculators, and step-by-step implementation guides.