Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

What “Be the Advisor” Really Means #lawfirms #legalaccounting #advisory

3 Jul 2026 · 1 min

Watch on YouTube

0:48

In this segment of the video, the speaker argues that the phrase “be the advisor” should be understood as moving from a purely transactional accounting service to a trusted partnership with clients. He stresses that true advisory work relies on deep, ongoing relationships where the advisor knows the client’s unique metrics and history, rather than just delivering generic services. Using an eye‑doctor analogy, he illustrates how many providers exist, but only a few truly understand an individual’s specific health journey—similarly, accountants and legal advisors must grasp each client’s particular business context to provide meaningful guidance, especially as firms scale from serving a handful of clients to hundreds.

Chapters

No one understood what that meant. To me, it's being that trusted partner. I have relationships. Accounting is a service, right? But it goes beyond that when you have the partnership, right? And when you look at businesses that scale and like, oh, I'm one person to 500 servicing. Yeah, but are you, are you advising them? How relevant is that? Right. Right. It's the same thing. Like, I don't know, I'm just gonna use it at eye doctor for a minute. I could— there's a plethora of eye doctors out there. I could go to any one of them, but is somebody gonna understand my, my metric of like what my eye health is and like what I've been down that road?