The Advisory Mindset: Creating Client Value Year-Round with Drew Haddock, CPA, DMJPS CPAs + Advisors

What does it take to move beyond compliance and become a trusted advisor?

In this episode of Let’s Talk Tax, Tim LeMasters welcomes Drew Haddock, CPA, Partner and CEO of DMJPS CPAs + Advisors, to discuss the advisory mindset and how firms can create meaningful client value throughout the year—not just during tax season.

Drew shares how DMJPS CPAs + Advisors encourages ongoing client conversations through intentional touchpoints, planning-focused surveys, accountability meetings, and an advisory-first mindset. Together, they explore why specialty tax opportunities often go unnoticed, how firms can improve follow-up, and why curiosity is one of the most valuable skills an advisor can develop.

They also discuss leadership transition, the continued growth of Client Accounting and Advisory Services (CAAS), industry specialization, AI, workforce challenges, and practical advice for firms looking to deepen client relationships and become more proactive advisors.

Whether you’re a managing partner, CPA, or advisor looking to build stronger client relationships, this episode offers actionable ideas for creating year-round value.