From Compliance to Advisory: The Accountant’s Playbook to Build Trusted Advisory Roles - Accounting Influencers Podcast

Episode 137

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Published on:

16th Sep 2025

The Accountant’s Playbook: From Compliance to Counsel

In Episode 4 of this 6-part series, Rob Brown lays out the practical playbook to move from compliance worker to trusted advisor. Using a 5-step framework — repackage, reprice, retrain, rebrand and replace — you’ll learn how to build advisory services that clients value and careers that last.

Rob shares firm examples, stats from the AICPA, and a 5-action starter kit to help accountants make the shift right now.


This series is not about firms. It is about you — your visibility, your relevance and your survival.


Sponsored by Infinite Ties, led by Deneen Dias, empowering US firms to scale Client Advisory Services through peer-to-peer learning and training.


**Key Takeaways**

* 60% of firms admit they have failed to scale advisory (AICPA)

* Compliance is commoditised; advisory must be built intentionally

* 5 steps: repackage, reprice, retrain, rebrand, replace

* Advisory is a growth engine and career insurance

* 5 actions to start your shift today

* Episode 4 of 6: The Accountant’s Survival Guide


**Killer Quotes**

* “You cannot hide behind compliance anymore”

* “Advisory is not an extra, it is the core”

* “Repackage, reprice, retrain, rebrand, replace — that is the shift”

* “Advisory makes you indispensable, compliance makes you replaceable”

* “The only accountants who will thrive are those who move forward”


Want help becoming more visible and authoritative? Explore Rob Brown’s Personal BrandYou can find this on youtube here:

https://youtu.be/b55qmfluDak

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The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format.

Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrown

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore. Interview service.


The Accounting Voices Podcast is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.


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About the Podcast

Accounting Influencers Podcast
Host Rob Brown shows accounting professionals and leaders how to be more influential, grow their personal brand and be more authoritative, relevant and high profile in their roles..
The Accounting Influencers Podcast, hosted by Rob Brown, is a must-listen for accounting professionals looking to strengthen their leadership presence, stay informed on disruptive forces in accounting and build credibility within their firms. Geared toward firm leaders, managers, partners and influencers, the show covers key topics like career development, influence, personal branding and interpreting the evolving trends impacting the accounting world. Rob brings his expertise to each episode, offering insights and guidance on how to grow your personal brand and stay strategically important in a rapidly changing profession. Whether you're aiming to influence within your firm or expand your reputation outside of it, this international podcast offers practical advice and forward-thinking insights that will keep you informed and prepared for the future.
Accounting leadership
Executive presence for accountants
Building influence in accounting
Accounting industry trends
Personal branding for accountants
Accounting firm strategy
Accounting business models
Leadership in accounting firms
Talent management in accounting
Authority in accounting profession
Career development for accountants
Accounting firm growth strategies
Influencers in accounting
Accounting firm management
Disruptive forces in accounting
Accounting leadership strategies
Accounting career success
Accounting firm decision-makers
Accounting business trends
Building credibility in accounting
You can also watch the show on Youtube here: https://www.youtube.com/@accountinginfluencers

About your host

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Rob Brown

Rob Brown hosts the multiple accounting podcast and chair conferences, panels and events globally for the accounting and fintech profession. He is co-founder of Accounting Influencers Roundtable (AIR) which helps vendors, experts and influencers serve the accounting and finance world. He is a dynamic speaker and accomplished expert on trust, reputation, employer brand, talent, career development, succession, gen z/generations, employee advocacy and executive presence. Rob is author of the bestselling book Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed 400,000 times on YouTube. He is a stroke survivor, has epilepsy, is a committed Christian and has a black belt in kickboxing. He is based in Nottingham UK, home of Robin Hood, plays chess and backgammon, loves orange chocolate and is allergic to grapefruit.