Keila Hill-Trawick breaks down how accounting firms can evolve beyond basic tax preparation to offer meaningful advisory services that benefit both the firm and their small business clients. She distinguishes between tax preparation, advisory, and planning services while providing practical steps for implementing these offerings without overwhelming your firm. Drawing from her experience at Little Fish Accounting, Keila explains why fixed-fee comprehensive packages often serve small businesses better than à la carte tax services, and how firms can deepen client relationships while creating new revenue streams.

• (00:00) - Welcome to Build to Enough
• (00:52) - The Importance of Tax Advisory Services
• (01:11) - Specializing in Small Firms
• (03:43) - Defining Tax Preparation and Advisory
• (06:35) - Implementing Tax Advisory Services
• (10:25) - Benefits for Firms and Small Businesses
• (12:28) - Conclusion and Next Steps

Connect with Keila!
LinkedIn - www.linkedin.com/in/keilahilltrawick
Website - www.krht.co

Twitter - x.com/littlefishcpa

More About Little Fish Accounting

Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.

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