What makes a trusted advisor

Advisory Secrets with Deb Halliday · Mar 19, 2026 · 4m · transcript

Summary

In this opening episode of Advisory Secrets, Deb Halliday explores what it really means to become a trusted advisor in today’s accounting profession.

For many accountants and bookkeepers, the focus has always been on delivering accurate work and meeting deadlines. But advisory requires a different skill set. One that goes beyond technical expertise and into judgement, clarity, and perspective.

Deb shares how the role of the accountant is evolving, and why clients are no longer just looking for information. They are looking for someone who can help them understand what the numbers mean…