Accounting High

234 Tax Firm Adding Value with Financial Planning and CAS (feat. Matt Kidd, CPA)

Nov 13, 2024
Guest
Matt Kidd
Matt Kidd, CPA and owner of a thriving accounting practice, discusses his family's legacy as CPAs, sharing insights from his father and two brothers in the field. He dives into the challenges of modernizing traditional accounting practices and the integration of wealth management services. The conversation highlights the importance of client relationships and effective communication in a hybrid work environment. Matt also addresses the transition from outdated tax software to advanced systems, emphasizing the need for adaptability in the ever-evolving accounting landscape.
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Episode notes
1
Intro
00:00 • 2min
2
Legacy of CPAs: Family Ties and Career Journeys
02:02 • 16min
3
Navigating Tax Software Transitions
18:18 • 13min
4
Navigating Hybrid Work: Balancing Office and Remote Styles
31:26 • 2min
5
Navigating Wealth Management Integration
33:21 • 11min
6
Embracing the 'Get To' Mindset
44:32 • 4min
7
The Changing Dynamics of Accounting Firms and Frugality
48:31 • 4min