As we approach 2025, the CPA profession is undergoing significant transformation. The firms that will dominate the market are those willing to expand their services, step into more strategic roles, and create lasting impacts on their clients. Jaysum Hunter, Managing Partner at 575 Asset Management LLC, is leading the charge in helping CPA firms broaden their horizons and prevent burnout.
Here’s how CPA firms can revolutionize their approach and continue to dominate the industry, according to Hunter and one of his successful clients.
Elevating Service Offerings to Maximize Client Impact
Traditionally, CPAs have focused on tax preparation and compliance. However, businesses today want more—they need trusted advisors who can guide them through complex business challenges. Expanding service offerings is a critical step for CPA firms looking to make a bigger impact.
“CPAs are in a unique position to deliver not just numbers but insights. When we help our clients with financial planning, risk management, and strategic advice, we’re showing them that we’re more than just accountants—we’re partners in their success,” says Jaysum Hunter.
Our client, a partner and investor who initially came to Jaysum’s firm for basic tax services shared, “When I started working with Jaysum’s team, I expected clean books and tax returns. What I didn’t expect was a strategic roadmap that saved me thousands in expenses and new revenue streams. The insights I received completely transformed my business!”
Embracing a Growth Mindset
The expansion of service offerings requires more than just a shift in what CPAs deliver—it requires a shift in mindset. CPAs need to embrace continuous learning and be willing to adapt to new technologies and opportunities.
“A growth mindset is key. We don’t just stop at compliance. At our firm, we believe every challenge is a chance to evolve, and learning never stops,” explains Hunter. “The more we learn and grow, the better we can serve our clients.”
A Tax planning firm that collaborated with Jaysum’s team noted, “We partnered with 575ASM to integrate new consulting services. Jaysum’s coaching transformed the way we think about our work. We’re no longer just preparing tax documents—we’re advising our clients on financial strategy, and that’s a game-changer.” Veronica Jackson
Offering Training and Resources for Success
Expanding into new service areas can be daunting, especially for CPAs who are used to traditional work. Providing structured training and resources is critical for success.
“We invest heavily in training our teams,” says Hunter. “From webinars on business advisory services to mentorship programs, we make sure our finance experts have everything they need to excel. This isn’t just about making more money—it’s about delivering real value and creating long-term client relationships.”
Preventing Burnout While Scaling
In the accounting profession, especially during peak seasons, burnout can be a major challenge. Expanding service offerings shouldn’t come at the expense of well-being. Jaysum Hunter is passionate about addressing this issue.
“Preventing burnout is key to long-term success. We promote self-care, automate routine tasks, and delegate workloads evenly. When our team is energized, they deliver the best service,” Hunter emphasizes.
A senior CPA at the firm shared, “Working at 575ASM has been refreshing. The emphasis on work-life balance and using tools to streamline repetitive tasks means we can focus on what matters most—our clients. I feel more productive and less stressed.”
Creating a Culture of Collaboration and Support
To expand and innovate effectively, CPA firms need a culture of collaboration. When everyone works together, the entire firm benefits and clients see better results.
“Collaboration is a cornerstone of our success. We make sure every team member feels supported, and we share our knowledge openly. This is how we innovate and consistently deliver results,” Hunter explains.
A client who has worked with the firm for over three years added, “I love how the 575ASM team works together. They’re not just individuals doing their own thing—they’re a unit that works toward the same goal: helping my business thrive.”
The Road Ahead
The future of CPA firms lies in their ability to adapt, innovate, and expand their services beyond the traditional mold. By embracing new roles as strategic business advisors, CPAs can deliver impactful results and thrive in the competitive landscape of 2025 and beyond. Jaysum Hunter’s approach is a testament to what’s possible when firms take the leap and evolve.
“This is our moment to redefine what it means to be a CPA firm. The firms that dominate beyond 2025 will be the ones that deliver meaningful insights, prioritize their teams, and create true client partnerships,” says Hunter.
Are you ready to expand your CPA Advisory firm’s impact? Let’s grow together and dominate the industry beyond 2025!
