Building a Scalable Advisory Engine for Sustainable Firm Growth

Advisory services represent one of the most significant growth opportunities for both small and mid-sized accounting firms, yet many struggle to scale them consistently across teams and clients. In this case study, Smith Marion & Co shares how they leveraged Wolters Kluwer’s CCH Axcess Advisor to embed structured advisory guidance directly into everyday client engagements—turning insights into actionable recommendations and building a repeatable advisory model.

• Learn how to use CCH Axcess Advisor to deliver consistent, high‑value advisory services as their firm grows.
• Gain insight into how structured guidance helps professionals feel more confident and uncover opportunities they may not have identified on their own.
• Understand how scalable advisory services can strengthen client relationships and drive sustainable firm growth.