Podcast: Leading you into the future of CPAs in planning & tax advisory services

June 15, 2018


CPAs and financial planning have been around for over a century. Not because we’ve stayed the same, but because we evolve and adapt to finding new ways to better serve clients. You are forward-thinking and relationship-oriented professionals. These are exciting times that bring opportunities for you to lead the profession into the future with a focus on your clients’ needs. Andrea Millar and Susan Tillery discuss:

  • How client needs and expectations are evolving
  • What makes CPAs unique
  • How to continue providing the best service in times of change and uncertainty
  • What volunteer leaders and AICPA are doing to help