How to Go from Tax Prep to Tax Advisor and Increase Your Earnings

The CFO Project

In this episode of "The CFO Project Podcast," host Adam Lean sits down with David A. Perez to discuss the transformative journey from being a traditional tax preparer to becoming a high-value tax advisor. David shares his personal story of how he started in tax preparation and eventually transitioned into offering advisory services that significantly increased his earnings. This episode is a must-listen for accountants, CPAs, and bookkeepers who are looking to evolve their practice and provide more strategic value to their clients.
David's insights delve into the challenges of competing in a commoditized tax preparation market and how he successfully pivoted to advisory services by focusing on deeper client relationships and tailored tax strategies. He emphasizes the importance of shifting the conversation with clients from mere tax compliance to proactive tax planning, which not only increases client retention but also opens up new revenue streams. Tune in to learn how you too can make this shift and grow your practice in today's competitive landscape.
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Learn More About David A. Perez
https://www.davidaperez.com/