How tech & AI are transforming advisory services

The days of “your parent’s accounting firm” are long gone, and today, the accounting industry is evolving faster than ever. The firms that are embracing tech and AI are poised to win - can you count yourself among them?

In this session, Fady Hawatmeh, a former CFO turned Founder and CEO of Clockwork.ai will cover how technology can revolutionize your practice, enabling you to scale advisory services with less time and effort while dramatically increasing revenue.

He’ll break down the fundamentals of advisory (for both beginners and advanced practitioners), explore strategies to package and price your services effectively, and show how combining tech and people unlocks new levels of client value. From automating workflows to leveraging AI beyond the buzzwords, this session will provide actionable insights to modernize your firm, overcome historical underpricing, and position yourself as more than just a tax preparer.
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Here’s what’s on the agenda:

• Advisory Made Simple‍
  • Whether you’re just dipping your toes into advisory or already running an advisory practice, we’ll break it down step-by-step so you can deliver value without overcomplicating things.
• ‍Pricing & Packaging That Works (and Makes You More Money)‍
  • Learn how to package and price your advisory services effectively—no fluff, just real-world strategies that help you stop leaving money on the table.‍
• Scale Without the Headaches‍
  • We’ll show you how to use tech and automation to scale advisory services without drowning in extra work. Think less manual effort, more impact for your clients.‍
• Real-World Examples, Real Results‍
  • This isn’t just theory. We’re giving you a playbook filled with actionable steps and real-world examples you can start using tomorrow to grow your firm.

If you want to save time, increase value, and grow your bottom line, this session will give you the tools to transform your firm into a scalable, modern powerhouse.