How CPAs Can Transition to High-Ticket Advisory & Reclaim 10+ Hours a Week
The Modern CPA Blueprint to Shift from Low-Margin Compliance to Lucrative Strategic Advisory—Without Adding to Your Workload
JOIN THIS WEBINAR
June 10th | 4:00 PM EST
Why You Can't Afford to Miss This
As a CPA, you didn’t go into business just to be buried under mountains of data entry, chasing clients for receipts, and surviving on exhausting compression seasons. Yet, many firm owners find themselves stuck in the commodity trap—competing on price for standard tax prep and bookkeeping.
The future of accounting belongs to the strategic advisor. In this exclusive live training, we are breaking down the exact operational framework modern CPAs are using to package their deep financial expertise into high-ticket advisory services that clients happily pay thousands a month for.
What Will We Cover
✅ The Advisory Transition Framework: How to confidently introduce CFO and advisory services to existing compliance clients without sounding pushy or salesy.
✅ The Death of the Billable Hour: How to implement value-based pricing so your income is tied to your expertise, not the number of hours you grind.
✅ The Automation Advantage: The lean tech stack modern firms are using to automate baseline compliance work, freeing up 10+ hours a week for high-value client strategy.
Meet Your Host
Charlene Ignacio
CEO, Fornix Sales & Marketing
Charlene Ignacio is a recognized thought leader in the channel and the CEO of Fornix Marketing & PR Agency, a national firm trusted by MSPs, MSSPs, and technology vendors. With a background spanning business development, channel strategy, and partner engagement, Charlene has spent over two decades helping technology leaders grow their visibility and drive results.
She is a frequent speaker at industry events and is widely known for her ability to simplify complex topics and inspire action. Charlene brings a real-world, no-fluff approach that resonates with IT providers, vendors, and ecosystem partners alike.
Drew Rowley
Sales and Marketing Executive
As Vice President of Channel Sales at Big Red Media, Drew drove millions in revenue by expertly managing hundreds of vendor relationships, consistently surpassing sales targets by 125%. His dedication to helping others extends beyond the corporate world, having served as an addiction treatment advisor. In just three years, Drew guided nearly 500 individuals through tailored programs, helping them embark on new paths to recovery.
Drew’s career highlights include launching Lonely Planet's first-ever Consumer Products division. His negotiation prowess was demonstrated during his time at 20th Century Fox, where he expanded international licensing for beloved properties like The Simpsons, Family Guy, and Ice Age, growing business by 300% over five years. From there Drew served as Director of Global Consumer Products at NBC Universal. In this role, he achieved 40% year-over-year growth, overseeing iconic NBC and USA Network properties like The Office and The Tonight Show with Jimmy Fallon.
Reserve Your Spot Today — Seats Are Limited!
Seats are limited — and this training could change the way you make business decisions forever.
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