Al-Nesha Jones on Why Advisory Isn’t as Complicated as You Think

Send us your thoughts or what you want to hear more about! (https://www.buzzsprout.com/2238275/fa...) How Monthly Billing and Simple Advisory Built a Four-Day-Week Firm With Al-Nesha Jones, CPA and Founder of ACE Group What if advisory isn't the big, complicated offering most firms think it is? In this episode of Canopy Practice Success, Al-Nesha Jones, CPA and founder of New Jersey–based ACE Group, shares how she rebuilt her firm around year-round client relationships after the 2021 tax season nearly broke her. Al-Nesha explains why she moved to package pricing with monthly payments, how scheduling client calls around estimated tax deadlines keeps her team sane (and frees up the summer), and why a $1,500 minimum holds firm even for clients with two W-2s. She also makes the case that most firms are already doing advisory. They're just not getting paid for it. The conversation then turns to culture. Al-Nesha shares how leading openly as a mom shaped a fully remote, four-day-week team, why she treats her staff the way she treats herself, and how paid internships from her alma mater, Montclair State, turned into full-time hires. Whether you're trying to add advisory, rethink your pricing, or build a firm you don't want to escape from, this episode gives you a practical, human playbook to start with. What You'll Learn • Why monthly billing gets clients to share information year-round, and smooths out your revenue • How to schedule advisory calls around estimated tax deadlines instead of a rigid quarterly calendar • Why free W-4 reviews for every client are one of the simplest, highest-value services you can offer • How package pricing separates your fee from the client's refund or balance due • Why a published $1,500 minimum and a live review call for every return justify premium pricing • How an ideas and improvements log keeps your client processes getting better every season • What a small firm can offer employees that bigger firms can't • Why Al-Nesha believes human connection will keep CPAs irreplaceable as AI handles more compliance work Connect With Al-Nesha LinkedIn: https://www.linkedin.com/in/alneshajo... Subscribe to Canopy Practice Success If you enjoyed this episode, be sure to subscribe and follow Canopy Practice Success wherever you listen to podcasts.