Live Online Session · 12 July 2026

CA 2.0

The Ethical Growth Blueprint for Chartered Accountants

A special session for Chartered Accountants who want to build authority, attract premium clients, and grow beyond compliance — ethically and professionally.

Build Authority · Grow Beyond Compliance

Date
Sun, 12 Jul 2026
Mode
Online Live
For
CAs & Finance Pros
Register Now

Limited seats · Registration required

Chartered accountant buried in compliance paperwork
The Real Challenge

Most CAs Don't Have a Knowledge Problem. They Have a Positioning Problem.

Chartered Accountants are among the most trusted professionals in the business world. But many CAs are still seen mainly as:

Tax filing professionals
GST experts
Audit support
Compliance providers
Return filing experts
ROC & documentation

The real challenge is not knowledge. Many CAs are simply not positioned as strategic advisors.

If clients remember you only during deadlines, you are positioned as a compliance vendor. If clients call you before making financial decisions, you are positioned as a trusted advisor.

The Opportunity

The Modern CA Opportunity

The future CA will not only file returns. The future CA will guide business decisions. Today, business owners need more than compliance. They need:

Financial clarity
Tax planning guidance
Cash flow visibility
Business structure support
MIS & dashboards
Decision-making support
Strategic advisory
CA leading a boardroom advisory conversation

Compliance Vendor → Trusted Advisor

Move from filing returns to guiding decisions.

A CA does not need loud marketing.
A CA needs ethical visibility and trusted authority.

Curriculum

What You Will Learn in CA 2.0

01

Ethical Visibility

How CAs can become professionally visible without aggressive marketing or compromising dignity.

02

Personal Branding for CAs

How to use LinkedIn and WhatsApp to build authority through knowledge, insights, and education.

03

Advisory Positioning

How to move from compliance provider to trusted business advisor.

04

One-to-One Growth System

How to convert professional conversations into advisory opportunities.

05

Premium CA Offers

How to package your expertise into advisory, consulting, and retainer-based services.

06

CA Practice Growth Roadmap

How to build a simple 90-day plan to grow with referrals, authority, and trust.

The Framework

Introducing the SAFE Visibility Framework

A simple ethical visibility framework for Chartered Accountants.

S

Share Knowledge

Educate your market with useful finance, tax, business, and advisory insights.

A

Avoid Claims

Avoid exaggerated promises, comparison, or aggressive self-promotion.

F

Focus on Problems

Talk about real business problems, blind spots, and awareness areas.

E

Establish Trust

Use checklists, frameworks, case-based learning, webinars, and professional conversations.

Your knowledge is your marketing.
Your clarity is your positioning.
Your trust is your brand.

The Right Fit

Who Should Attend?

This is for you
  • Practicing Chartered Accountants
  • CA firm owners
  • Young CAs building their practice
  • CAs who want better clients
  • CAs who want to grow beyond compliance
  • CAs who want to build LinkedIn authority
  • CAs who want to create advisory income
  • Finance professionals exploring consulting
  • CAs building premium one-to-one advisory offers
Not for you if
  • You want shortcut marketing tricks
  • You want to make exaggerated claims
  • You want to compromise professional ethics
  • You are looking for cheap client acquisition hacks
  • You are not serious about building authority and trust

This session is for CAs who want to grow with:

Dignity · Ethics · Authority · Advisory

Meet Your Hosts

The Minds Behind CA 2.0

Shobhit Singhal

Shobhit Singhal

Digital Business Consultant · Founder, The Transformers Hub · Mentor to Consultants

Shobhit Singhal helps consultants, coaches, experts, and professionals build authority, generate organic leads, create premium offers, and convert one-to-one conversations into high-value clients. He is the founder of The Transformers Hub and has mentored professionals across multiple industries to package their knowledge into consulting businesses.

Sanskriti Agarwal

Sanskriti Agarwal

Chartered Accountant · Business Growth Partner

Sanskriti Agarwal brings the CA perspective to this session. As a Chartered Accountant and Business Growth Partner, she understands the professional dignity, ethical boundaries, and practical challenges faced by CAs while growing their practice.

Together, Shobhit and Sanskriti combine the CA lens with the consulting growth lens to help Chartered Accountants build authority and advisory positioning ethically.

Session Details

Save The Date

Session

CA 2.0 — The Ethical Growth Blueprint

Date
Sunday, 12th July 2026
Mode
Online Live Session
Audience
CAs & Finance Professionals
Registration
Required · Limited Seats
CA Advisory Offer Builder Worksheet
Exclusive Bonus

CA Advisory Offer Builder Worksheet

Attend the session and get access to a practical worksheet that will help you think through your CA advisory offer, target audience, positioning, and premium consulting opportunity.

Your Next Chapter

The Future CA Will Not Only File Returns.
The Future CA Will Guide Business Decisions.

If you are a Chartered Accountant who wants to grow beyond compliance, build ethical visibility, attract premium clients, and become a trusted business advisor — this session is for you.

Register Now

Join CA 2.0 and take your first step towards becoming a modern advisory-driven CA.

FAQs

Questions, Answered

Is this session only for practicing CAs?+

No. It is useful for practicing CAs, young CAs, CA firm owners, and finance professionals who want to understand advisory and consulting growth.

Will this session teach aggressive marketing?+

No. This session focuses on ethical visibility, authority building, LinkedIn, WhatsApp, one-to-one conversations, and advisory positioning.

Is this suitable for CAs who are just starting?+

Yes. Young CAs can use this session to understand how to build a strong foundation for their practice and personal brand.

Will I learn how to create advisory offers?+

Yes. The session will cover how CAs can think beyond routine compliance and package their expertise into advisory and consulting offers.

Where will the session happen?+

The session will be conducted online. Registration is required.