How to Optimize Tech Advisory Services in 3 Simple Steps

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Adding a service line without adding headcount — where the labour actually goes
Every partner who has looked at technology advisory has run the same arithmetic and stopped at the same place. Adding a service line without adding headcount — where the labour actually goes Every firm that has considered technology advisory has stalled at the same sentence. Who would actually do the work? It’s the right question. […]

The subscriptions you’re carrying for clients — and what to do about them
There is a card in your firm with other people’s software on it. You know roughly what’s on it. Not exactly — nobody knows exactly — but you know the shape of it. A client’s inventory add-on that you set up during onboarding because they couldn’t get past the payment screen. A payroll tool someone […]

What to Charge for SaaS Advisory (Without Guessing)
You’ve decided a software and AI advisory line is worth adding to your practice. Good — it’s one of the most lucrative lines you can run. But two questions stall most firms before they start: how do I scope it, and what do I charge? Here’s a straight answer to both. Scope It Around Four […]