{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/6930f7fadcfe4ef4b9ee89a509c750ae\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/6930f7fadcfe4ef4b9ee89a509c750ae-987146def090fb70.jpg","duration":1745.933,"title":"OneForm to 10KEY Advisory Workflow","description":"This Loom explains how to structure an advisory first CPA firm by building a compliance engine that protects time for ongoing advisory. Brian Davis describes shifting from mostly compliance billing to a majority advisory model over years of intentional work, and argues that compliance delivery is changing even though compliance itself remains necessary. He shares his evolving technology stack and the workflow that starts with his AI powered One Form questionnaires, built to uncover advisory opportunities before deeper modeling. He then connects One Form to his TenKey interactive advisory tools, positioning the accountant as the decision partner while clients make final decisions."}