Thomson Reuters | Advisory for everyone: Why consulting expertise isn’t just for partners anymore

Advisory for everyone: Why consulting expertise isn’t just for partners anymore

Event On Demand

Hosted by Thomson Reuters

Advisory demand is growing. But for most firms, the ability to deliver is still limited to one or two senior professionals. When every complex client question has to flow through a partner, capacity hits a ceiling, consistency suffers, and the whole model stops scaling. What if your partners could share that expertise across the entire team?

In this webcast, our panel of practitioners will discuss:

Why the partner bottleneck is one of the most common growth limitations in tax and advisory firms
How to democratize advisory skills so any team member can answer client questions with confidence
What it actually takes for junior and mid-level staff to act as trusted advisors
How AI and workflow tools like Ready to Advise can act as a real-time support layer for your whole team
Real client scenarios that show what democratized advisory looks like in practice

Our panelists will share a broad range of perspectives, from an early-career staffer still building their foundation to a CPA managing partner with over 35 years in practice.

Unable to join us live? Register anyway and get access to the on-demand recording.

*CPE credit is not offered for this webinar.

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Ethan Brown

Accountant at GarciaHasler LLC. Recently graduated with a bachelor's degree in business management from the University of North Georgia and is currently pursuing a Master of Professional Accountancy at the University of Georgia. He intends to sit for the CPA exam. He assists with the preparation of monthly financial statements for accounting clients and aspires to become a trusted advisor while helping grow the firm's Accounting Services Practice.

Jim Hasler

Licensed CPA for over 35 years, and a partner at GarciaHasler, LLC since 2010. He has experience with tax planning and preparation, business advisory, small business accounting, and operational issues. Jim’s firm was recently honored to be recognized as the Advisory Accelerator LUCA Award winner by Thomson Reuters. When not serving clients, Jim enjoys time with his family, traveling, and riding horses.

Chris Papin

Licensed attorney, a certified public accountant, and a life, accident, and health insurance producer. He received a Bachelor's degree in accounting from the University of Oklahoma in 2004 and a Master's degree in accounting from the University of Oklahoma in 2005.

Chris LaGrutta

Accountant in Charge and Lead of Advisory Services at Papin CPA. Chris is an accomplished public accountant with nearly a decade dedicated to the industry. He specializes in tax planning & compliance and serves as a trusted tax & business advisor to our clients. In his spare time Chris enjoys cooking and photography.

Mucki Sobania

Solutions Consultant Manager at Thomson Reuters where she works in the Tax, Audit & Accounting Professionals segment demonstrating their suite of products that aid in the growth and transformation of tax and accounting firms. In her current role, Mucki continues to look for opportunities to help firms scale to being “Advisory Centric” in their client relationships as they grow their practices.