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Chris Papin: A Bold Blueprint for the Modern Firm | The Concierge CPA

CPA Trendlines Podcasts

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Navigating Accounting and Advisory Evolution

This chapter recounts the speaker's journey in the accounting and advisory field, underscoring their adaptation to clients' evolving needs. It explores the integration of legal and insurance services into their practice, highlighting the importance of establishing a comprehensive approach for small business owners. Additionally, the discussion emphasizes the significance of understanding client emotions and financial situations to provide tailored solutions and dispel misconceptions about insurance.

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