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The Modern CPA Success Show

Unlocking the ROI of Advisory Services with Roger Knecht

Aug 21, 2023
47:24

“That five-minute explanation of your ingenious tax strategy that you gave your client was the combination of your experience–school, studying, training, conferences; all of these things culminate into that five-minute answer, so give yourself credit where it's due. You're a professional and deserve that value.” - Roger Knecht


The finer details of this episode:

  • The three core services in accounting firms: accounting and bookkeeping, tax planning and preparation, and CFO and advisory
  • Empowering accounting professionals to recognize their worth and value
  • Permission and clarity in transitioning to an advisory role 

 

Episode resources:

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