Experts Debunk the Myths Around advisory Services - Pathquest

Debunking The Myths Around Advisory Services

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Recently updated on July 10th, 2023 at 12:28 pm

There’s a buzz and the world seem to be telling accountants that conventional accounting is no longer sustainable and competitive. Operational advisory is the future – helping clients with insights for better business outcomes. A completely new industry has popped up helping businesses to systemize advisory, induct standard report packs, deliver insights and monetize the underlying opportunities.

PathQuest brings you an expert panel discussing why many firms have not made the transition from compliance to advisory and will debunk the myth of advisory services.

During this webinar, our experts will discuss important aspects of why to make the advisory move and in the process sharing ways and tools to accelerate the transformation.


Key Takeaways

  • What is an advisory service?
  • Challenges of transforming your firm from compliance to advisory
  • Debunking the myth of advisory services
  • Why many firms have not made the transition from compliance to advisory
  • Tools to accelerate the transformation from compliance to advisory
  • Don’t call it “Advisory!”  Why firms make the transition to consulting clients harder than it needs to be


During our webinar, our experts will address all the questions and concerns that come to your mind when you think about moving from conventional accounting services to advisory..

Jasen Stine

Tax & Accounting Education Leader at Intuit Inc.

Jasen has been in the tax and accounting industry for over 20 years and is responsible for setting training and education strategies at Intuit. He is a thought leader, writer, and speaker on the current and future trends in the profession. He is the host of the AccounTrends podcast, and a published author in AccountingToday, CPA Practice Advisor, Smallbizdaily, as well as in Intuit’s Firm of the Future and Tax Pro Center. Jasen also holds a group patent for Natural Language Processing technology in Intuit’s educational programs.

Jim Buffington, CPA

Advisory Services Leader, Intuit Accountants

Jim Buffington is the Advisory Services Leader for Intuit.  Jim’s passion is helping Tax & Accounting Professionals lead with planning and advisory services to help power prosperity for businesses & families. Jim is a CPA and was in public practice for a dozen years as a partner in an East Texas firm preparing oil & gas tax returns, before joining Intuit 20 years ago. Jim loves cycling and is currently riding 50K in all 50 states. He leads the Intuit Tax Customer Council and leads Advisory Services for Intuit Accountants, where he learns best practices from leading firms to share with the profession. You can find him teaching Tax Pro courses for Intuit.

John Bugh

Chief Revenue Officer, PathQuest

A seasoned professional with over 36 years of experience in executive sales, marketing, and operational leadership, John has worked to build high-performing teams that have a demonstrated track record of accelerating growth, increasing revenue, establishing sustainability, and improving profitability. He has held leadership roles across a variety of software and technology organizations in fast-paced and rapidly changing markets. He has over 20 years of experience in the Tax and Accounting industry.

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