Tony Khait, CPA, PFS, is a financial advisor who founded Eco-Tax Inc. over 20 years ago and grew it from a one-person practice into a mid-sized, technology-enabled firm serving small businesses nationwide. From the beginning, his mission extends beyond traditional compliance, incorporating more advisory-focused support that helped his small business clients achieve long-term success.

 
The shift away from traditional accounting led to the development of the Accountant + model. This framework offers a clear path for accountants to transform into trusted advisors, offering proactive assistance in various areas such as tax, finance, and operations. This approach not only supports clients in reaching their goals but also positions firms for stronger relationships and sustained growth.

 
This framework also serves as the foundation of the Eco-fyle Accountant + Partner Program, which helps other accounting professionals build and scale advisory services. Tony launched Eco-Fyle after recognizing a gap in the market for a business services platform built to help small businesses and their advisors start, manage, and scale with smarter tools and dependable support.

Financial advisory is one way Tony and his team bring the Accountant + model to life by supporting clients with managing cash flow, evaluating funding options, and planning for the future, offering strategic insight that strengthens relationships and creates lasting value. At ENGAGE, he will share how firms can adopt this approach to broaden their services and drive sustainable growth.