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Where is the Data to Sell Advisory Services to Your Clients

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What if we all had access to the data and statistics that could help us understand and quantify the impact of advisory services on business success?  

Imagine accounting firms being able to show prospective advisory clients hard data ROI, proof of the high value of that work and impact of it on business… 

And, what if we also had data to give us insights into how successful accounting firms, businesses, and organizations really are as seen through the eyes of their customers and employees? 

This survey is being promoted by the Center for Accounting Transformation, Avalara and CPA Trendlines.  We’re happy to help! 

This survey is tailored to your role- based on how you answer the questions. For example, if your area of practice is tax and financial planning and you work for an accounting firm, the questions you answer will differ from someone who may be a controller working for a small business. 


Here is what the results of the survey will reveal in aggregate: 

  • How successful are accounting firms, businesses, and other organizations? 
  • Who do people consider to be ‘preferred advisors?’ Who do they go to for advice? 
  • What quantifiable impact do advisory services have on the success of businesses? 


Click here to take the survey

We thank you for being willing to help with this.



About the Authors

Giles Pearson FCA was a PwC Partner for 18 years before jointly setting up Accountests.  

Steve Evans has a whole career dedicated to enabling employers to attract, recruit, develop and retain talented individuals and teams, with particular expertise in candidate testing and assessment before setting up Accountests.

Accountests deliver the world’s only online suite of annually updated and country-specific technical knowledge tests designed by accountants for accountants and bookkeepers. 

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