Why Most Accountants Miss the Advisory Opportunity (And How to Fix It)

You already have what it takes to offer advisory services. 

But don’t make the leap—not through lack of skill, but because the systems around you don’t support it. 

The Legacy Identity Trap 

Accountants are trained to be precise, cautious, and compliant. That mindset is essential—but it can also limit growth. Advisory isn’t about abandoning compliance. It’s about building on it. 

The Confidence Gap 

Many accountants fear being asked questions they can’t answer. They worry about overpromising or stepping outside their lane. But advisory doesn’t require omniscience—it requires structure. 

The Missing Toolkit 

Without a repeatable system, advisory feels risky. That’s why most firms stick to what’s safe. But what if the system did the heavy lifting? 

The Fix: A Structured Advisory Journey 

Runagood’s Advisor Engine will turn compliance clients into advisory clients—automatically. Guiding the journey from enquiry to engagement, with dashboards, quotations, and upsell flows built in. 

Advisory isn’t a leap—it’s a lens. And with the right system, it’s already within reach. 

For a Trial Advisor Engine with one client, Book a call with me now