How CPAs Are Evolving into Strategic Business Advisors

15 Dec 2025 How CPAs Are Evolving into Strategic Business Advisors

The accounting profession is undergoing a transformation, with today’s CPAs moving beyond compliance to become strategic advisors. In a recent episode of Entrepreneurial Thinkers with Rob Ryan,  Richard Fleischman, CPA, an Audit Partner at Haynie, discusses how these changes help businesses grow with clarity and confidence.

Richard shares how client expectations have evolved, and why innovative firms are better positioned for long-term success.

From Compliance to Strategy

One of the key themes of the episode is the shift from traditional compliance work to advisory-focused services. While technical expertise remains critical, Richard explains that strong client relationships have become a CPA’s greatest asset. Understanding a client’s goals, challenges, and opportunities allows advisors to deliver guidance that truly moves the business forward.

The Power of Communication and Collaboration

In addition to advisory work, effective communication and collaboration were highlighted as essential drivers of real business impact. CPAs who engage proactively, ask the right questions, and work alongside clients as partners can provide insights that extend far beyond the numbers. This relationship-based approach builds trust and creates measurable value.

The Role of AI in Modern Accounting

Turning to technology, the conversation also explores the increasing role of artificial intelligence in accounting. From automation to enhanced data analysis, AI is reshaping how firms operate and freeing professionals to focus on higher-value advisory work. Richard discusses how embracing these tools can improve efficiency while strengthening client service.

What the Future Holds

Looking ahead, for firms willing to adapt, the future holds numerous opportunities. Innovation, technology adoption, and a commitment to evolving client needs will define the next generation of successful accounting firms. Richard shares how Haynie continues to evolve in a rapidly changing landscape by investing in people, technology, and forward-thinking strategies.

A Must Listen for Business Owners and Advisors

If you want to understand how the accounting profession is changing and what that means for business owners, entrepreneurs, and advisors, this episode is packed with valuable insights you will not want to miss.

Click here to watch or listen: https://www.youtube.com/watch?v=96Qf8VV5BFY&feature=youtu.be