In this episode, Joe and Ben spend time exploring how best start the advisory journey and provide the case study experience of some accountants who are taking their first steps in advisory services, Randi Rose & Gayle Goldman from Thrive Business Services.

The episode also includes a selection of recurring segments like:

• Things I Like…Things I Don’t Like
• The Deep Dive
• Crossing the Rubicon
• Wall of Heroes, and
• Getting it Done

In addition, Joe shares his insights on QuickBooks Live – Intuit’s prospective bookkeeping offering, and Ben provides some insight into the example of Accountor, Finland, where the leading accounting software developer has been offering accounting services alongside its technology offerings cohesively with independent accountants for over a decade.