Is your CPA practice ready for a transformation? What if you could elevate your role without sacrificing your current income?
Join your host Ken New and Ian Welham, a Chartered Accountant, once more as they dive into how Certified Public Accountants (CPAs) can transition from tax preparation to proactive tax strategy and financial planning. They stress the importance of understanding clients’ needs, collaborating with financial advisors, and using a team-based model.
Ken and Ian discuss:
- Why is collaboration with financial advisors and using a team-based model important
- What challenges do accounting firms face when transitioning their business model
- Why should accountants consider partnering with team-based advisors
- Why CPAs and accounts must consider the needs of their clients when considering growth transitions
- And more