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<\/a>\nAs market dynamics evolve, accounting firms are increasingly prioritizing advisory services to meet client demand for forward\u2011looking, strategic guidance. The Advisory\u2011first engagement<\/i> chapter underscores that high\u2011performing firms are distinguishing themselves by moving beyond compliance\u2011centric work and embedding advisory at the core of the client experience. This includes rethinking engagement models, adopting technology\u2011enabled workflows, and equipping professionals with the skills needed to deliver deeper insights.<\/p>
\nThe research highlights several key trends shaping advisory adoption:<\/p>
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- \nFirms are formalizing advisory offerings, with defined service packages and pricing structures that support scalability and predictability<\/li>\n
- \nDigital maturity is a critical enabler, allowing firms to integrate data, automate routine tasks, and surface actionable insights for clients<\/li>\n
- \nTalent development is evolving, with greater emphasis on consultative skills, industry specialization, and client relationship management<\/li>\n
- \nFirms that lead in advisory are more likely to report stronger growth, improved client retention, and higher overall profitability<\/li>\n<\/ul>
\n\u201cAdvisory is no longer an adjacent capability, it is becoming the foundation of how firms deliver value to clients,\u201d said Joel Morris<\/b><\/a>, Vice President and Segment Leader of the Research & Advisory, Wolters Kluwer Tax & Accounting<\/b>. \u201cOur latest Future Ready Accountant chapter shows that firms that take an advisory\u2011first approach are better positioned to grow, differentiate, and build deeper client relationships. By combining technology, data, and expertise, firms can move from transactional interactions to strategic partnerships.\u201d<\/p>
\nThe chapter also explores how firms are monetizing advisory services, from value\u2011based pricing models to bundled offerings that align with client outcomes. It notes that firms making the transition successfully are those that align leadership vision, operational execution, and technology investment around a clear advisory strategy.<\/p>
\nWolters Kluwer continues to support this shift through ongoing innovation in its product portfolio. The company recently launched CCH Axcess\u2122 Advisor<\/a>, a cloud based solution designed to help firms scale advisory services by surfacing advisory opportunities that already exist within a client portfolio, based on CCH Axcess Tax<\/a> data. By transforming tax and client data into actionable insights, CCH Axcess Advisor empowers professionals to easily identify opportunities, deliver timely recommendations and drive measurable value for clients.<\/p>
\nTogether, the insights from the Advisory\u2011first engagement<\/i> chapter and Wolters Kluwer\u2019s continued investment in technology reinforce the company\u2019s commitment to helping firms navigate transformation and succeed in an increasingly competitive landscape.<\/p>
\nTo learn more, download the chapter here: https:\/\/www.wolterskluwer.com\/en\/expert-insights\/advisory-first-engagement-for-accounting-firms<\/a><\/p>
\nAbout Wolters Kluwer<\/b><\/p>
\nWolters Kluwer (EURONEXT: WKL) is a global leader in information solutions, software and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. We help our customers make critical decisions every day by providing expert solutions<\/i> that combine deep domain knowledge with technology and services.<\/p>
\nWolters Kluwer reported 2025 annual revenues of \u20ac6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,100 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.<\/p>
\nWolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX, Euro Stoxx 50, and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt (ADR) program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).<\/p>
\nFor more information, visit www.wolterskluwer.com<\/a>, follow us on LinkedIn<\/a>, Facebook<\/a>, YouTube<\/a> and Instagram<\/a>.<\/p>