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Podcast: Accounting High
Episode: 234 Tax Firm Adding Value with Financial Planning and CAS (feat. Matt Kidd, CPA)
Description: Episode 234
FACULTY: Matt Kidd, CPA
CLASS: #Shoperations
In this throwback to Sons of CPAs, Scotty chats it up with Matt about his two CPA brothers, diving into how they each built successful practices, inspired by their CPA father. They talk about managing and transitioning CPA firms, incorporating wealth management, modernizing traditional practices, tax season, and client relationships. Tune in for a comprehensive view on growing a client-centric, million-dollar CPA practice, with insights on practical strategies and overcoming challenges in the accounting profession.
📣 Shout Outs: Shane Mason, Blunden, QuickBooks Online, QuickBooks Desktop, Xer...