Becca Johns: How Rea CPAs Is Pushing into Advisory | Capstone Conversations

CPA Trendlines Podcasts

Challenging the CPA mindset.
Capstone Conversations
With Jean Caragher
Rea & Associates is transitioning from a traditional CPA-centric model to a broader advisory role, aiming to offer services such as IT consulting and wealth management.
Becca Johns, director of practice growth, tells Jean Caragher in this episode of Capstone Conversations that the move demands major shifts in the firm’s internal mindset and culture, including redefining roles, retraining staff, and effectively communicating the new value proposition to clients.
Full show notes here | More Capstone Conversations here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher every Friday with Gear Up for Growth here |