Check Out Your CPA Peers

The world is changing and so too is our profession. As practitioners, we need to evolve to keep up. My clients were looking for more than tax returns — they wanted strategic guidance on retirement, estates, trusts, and more. We all know that these areas have tax implications, and I’m expanding into these areas because it is a natural fit.

I started looking at how to add future value to our firm, so I sought out like-minded professionals who want to build on tax and look at the whole big picture. I encourage my staff to begin by pursuing the AICPA’s Personal Financial Specialist (PFS) credential. As a firm-owner, it is important to me that my staff be able to fill expanding needs, because this is what clients are looking for. When I retire, I want to know there is a team in place to provide these services to clients. 

I started my career in audit at a Big Four firm. But talking about personal finances always excited me, so I found my passion and followed it. Now I get to help clients with their planning needs day in and day out since starting my own independent financial planning firm. I get to partner with clients to help them build meaningful and purposeful lives.

CPAs have an excellent opportunity to demonstrate and reinforce their value as a year-round trusted adviser. We recognize that by designing a tailored annual comprehensive advisory plan for clients, and augmenting our compliance services, we are able to provide much more value, on a real time basis. And, we deliver these services to a client in with single service team. Our clients see us as the go-to source for all their personal and family and business tax and advisory needs, that keeps them close with us, together like family.