Founder, Accountants Forward. Accounting profession Consultant, Content Strategist, and long-time business Editor. Beer snob. Foodie. Punk. Dad. Yankees 4 Life
NYC
Joined February 2014
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Seth Fineberg retweeted
Are you still giving away valuable financial advice for free?
Your clients need more than accurate financial reports. They need help understanding their numbers, making decisions, and taking action.
But how can accountants turn those conversations into paid advisory services?
In our latest webinar, @CashFlowMike joins @B2BSeth (Founder, Accountants Forward) to discuss:
✅ Moving beyond financial reporting to meaningful advisory conversations
✅ Identifying opportunities within existing client relationships
✅ Packaging and pricing advisory services
✅ Using Mike's F.I.X. Framework and 7-Minute Conversation approach
✅ Building advisory services without overwhelming your team
🎥 Missed the live session? Watch the full conversation: youtu.be/eeSrefOfI1Y
#AccountingAdvisory #ClientAdvisoryServices #AccountingFirms #CPA #CashFlowMike
Seth Fineberg retweeted
🚀 I'm joining @B2BSeth and @AceCloudHosting this afternoon!
We're talking about how accountants can identify advisory opportunities, guide better client conversations, and build recurring revenue.
📅 Oct. 22 | 1 PM ET
Who's ready to move from reports to revenue?
Seth Fineberg retweeted
💰 Accountants & Bookkeepers: How much advisory revenue is hiding in your everyday client meetings?
Join me and @B2BSeth on Oct. 22 at 1 PM ET to explore the F.I.X. Framework, the 7-Minute Conversation, and how to build services clients value.
🎯 Hosted by @AceCloudHosting
Seth Fineberg retweeted
Your client asks, "What should we do next?"
That's your opportunity to turn financial reporting into a valuable advisory conversation.
Join me and @B2BSeth on Oct. 22 at 1 PM ET along side @AceCloudHosting, as we explore turning those conversations into recurring revenue.
Seth Fineberg retweeted
⏰ Only 1 day left!
Don't miss this opportunity to learn how to turn financial reporting into revenue-generating advisory conversations.
📅 October 22, 2026 | 1 PM EDT
💻 Live on Zoom
👉 Register for free today to secure your spot: zoom.us/webinar/register/141…
Speaker: @CashFlowMike
Moderator: @B2BSeth
#Webinar #Cashflow #CPA
Seth Fineberg retweeted
Burnout in accounting may not be just about long hours. It may be about what those hours have come to represent
Seth Fineberg retweeted
WoodardReport: Episode 192 - Building Trust in Accounting Technology: AI, Innovation, and the Future of the Profession - The Woodard Report Podcast: On this episode of the Woodard Report podcast, Heather speaks with Seth… dlvr.it/TVw3Ly Woodard Podcast #tax #accounting #podcast
Seth Fineberg retweeted
Your clients don't just want to know what the numbers say. They want to know what to do next.
Every financial review is an opportunity to move beyond reporting and start a meaningful advisory conversation. But how can accountants turn those conversations into services clients are willing to pay for?
Join @CashFlowMike (CEO, Cash Flow Mike) and @B2BSeth (Founder, Accountants Forward) for our upcoming webinar:
🎯 From Reports to Revenue: How Accountants Can Build Advisory Into Every Client Meeting
Discover how to:
→ Identify advisory opportunities in everyday client meetings
→ Turn financial insights into action using Mike's F.I.X. Framework and 7-Minute Conversation approach
→ Move from informal advice to structured advisory services
→ Package and price advisory services to create recurring revenue opportunities
📅 October 22, 2026 | Thursday
🕐 1 PM EDT
💻 Live on Zoom
🔗 Register Now: zoom.us/webinar/register/141…
#AccountingAdvisory #CAS #AccountingFirms #CPA #ClientAdvisoryServices #AccountingWebinar #CashFlowMike #AceCloudHosting
ALT Your clients don't just want to know what the numbers say. They want to know what to do next. Every financial review is an opportunity to move beyond reporting and start a meaningful advisory conversation. But how can accountants turn those conversations into services clients are willing to pay for? Join @CashFlowMike (CEO, Cash Flow Mike) and @B2BSeth (Founder, Accountants Forward) for our upcoming webinar: 🎯 From Reports to Revenue: How Accountants Can Build Advisory Into Every Client Meeting Discover how to: → Identify advisory opportunities in everyday client meetings → Turn financial insights into action using Mike's F.I.X. Framework and 7-Minute Conversation approach → Move from informal advice to structured advisory services → Package and price advisory services to create recurring revenue opportunities 📅 October 22, 2026 | Thursday 🕐 1 PM EDT 💻 Live on Zoom 🔗 Register Now: https://zoom.us/webinar/register/1417918911728/WN_dSG9eMm-SUqdTzm_vfx7RQ #AccountingAdvisory #CAS
Thanks for the recommend. Just stared watching, Very different and interesting perspective on this classic horror to take an almost documentary-type approach. Digging it!
Seth Fineberg retweeted
AI and automation are changing more than how accounting work gets done—they’re changing how firms need to train and develop their people.
In this conversation, @B2BSeth speaks with @jimboomer about how accounting firms can rethink talent development as repetitive and compliance-driven tasks become increasingly automated. They discuss why traditional training models need to evolve, the growing importance of communication, critical thinking, professional judgment, and problem-solving, and how firms can prepare teams for a greater focus on advisory services.
🎥 Watch the full conversation to hear Jim’s take on how firms should rethink training, hiring, and talent development as AI changes the profession. youtu.be/2C8t5cBHcoE?si=cEOO…
#AIinAccounting #AccountingFirms #AccountingTalent #CPAProfession #AccountingTechnology
Seth Fineberg retweeted
Your Next Hire Might Not Be an Accountant | It’s Not Just the Numbers: An AI engineer can help accounting teams tackle bottlenecks, streamline workflows, and build capacity.
It's Not Just the Numbers
With Penny Breslin and Damien… dlvr.it/TVrc2y #CPA #tax #accounting
Seth Fineberg retweeted
Randy Crabtree: What if Vulnerability’s What Leaders Need Most? | MOVE Like This: When leaders admit they don’t have all the answers, they create room for others to contribute.
MOVE Like This
With Bonnie Buol Ruszczyk
For CPA… dlvr.it/TVjZf4 #CPA #tax #accounting
you need to listen to these 2 like...today
How to Survive Tax Season Without Burning Out Your Teams | It’s Not Just the Numbers: The expectation that tax preparation can happen instantly is creating real pressure.
It's Not Just the Numbers
With Penny Breslin and Damien Greathead… dlvr.it/TVlMjV #CPA #tax #accounting
I will never win this but my thumbs don't care
The #Postseason is here, and we’re celebrating by giving away an official 2026 World Series baseball ⚾️
Just repost and reply for your chance to win!
ALT A white baseball with red stitching and the 2026 World Series logo on it. There is text that reads "No purchase necessary. Enter by 11:59 P.M. on 10/7/26. Official rules: atmlb.com/sweepstakesrules"
Seth Fineberg retweeted
“Set It and Forget It” Is Not an AI Strategy | It’s Not Just the Numbers: Teams must ensure their people can recognize anomalies, challenge outputs, and apply sound judgment.
It's Not Just the Numbers
With Penny Breslin and… dlvr.it/TVgDL3 #CPA #tax #accounting
That's a first for me, selling CAS services being compared to selling beef. "We are the butcher, we look at all the cuts but ultimately we are selling the whole cow."-Nathan McEown, CEO, @whitleypenn on Designing a Scalable Advisory and CAS Strategy #FGFEast #accounting #advisory