How Can CPAs Impact Family Wealth and Feel More Fulfilled

Business owners need proactive leadership from their accountants. Not just backward-looking tax compliance.

Brent Rupnow
Jun 29, 2020 · 7 min read
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Photo by Nicole De Khors from Burst

Leadership Gap

Lack of Preparation for Business Succession

Faulty Business Model

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Photo by Kinga Cichewicz on Unsplash

CPAs Don’t Know How To Charge for This Work

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Photo by Dylan Gillis on Unsplash

The Answer is in Collaboration

Not Just Referrals

CPA Maintains Leadership Position

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Photo by Alex Knight on Unsplash

Business Owners Will Pay Extra For This Work

Most Impactful Work

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Photo by You X Ventures on Unsplash

How Does the Accountant Build This Kind of Team?

Team Alignment Is Crucial

Business Owner’s Primary Asset is the Business

Products and services must take a back seat to help the business owner manage the most important asset.

Identify Gaps and Fill Them

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Photo by Austin Distel on Unsplash

True Drivers of Business Value

By transforming the lives of the firm’s best clients, small business owners, a CPA practice can be radically transformed as well.

How Can a CPA Get Started?

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Photo by Matt Ridley on Unsplash

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Brent Rupnow

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Keep moving forward every day! Certified Financial Planner, Certified Exit Planning Advisor, Christian, adventure lover, aesthetic

Making of a Millionaire

Stories about money, personal finance and the path to financial independence.

Brent Rupnow

Written by

Keep moving forward every day! Certified Financial Planner, Certified Exit Planning Advisor, Christian, adventure lover, aesthetic

Making of a Millionaire

Stories about money, personal finance and the path to financial independence.

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