surveys & research

why now is the time for cpas to embrace wealth management

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portrait of seth fineberg
fineberg
 seth fineberg is an accounting industry consultant, content strategist, analyst and speaker. his current business is accountants forward. he has been a business editor and journalist for over 30 years, the vast majority of which has been spent overseeing the accounting profession’s evolution.

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by seth fineberg
the holistic guide to wealth management.

today we are cresting the biggest waves of change that i’ve seen in my 20-plus years of covering the accounting profession. i’m talking about the need for cpas to go beyond simply being the trusted tax guy (or girl) for their clients and to help them manage all aspects of their wealth. this movement has been building for the better part of a decade, but only recently has it gone from “i’ll think about it” to “can i afford not to get on board?”

not to sound the alarm bells here, but cpas must soon choose between riding the financial planning wave or being swept under it.
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kate johnson: how accountants can grow with video | accounting influencers

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diversify your revenue streams with video and build a virtual accounting career.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

accounting influencers
with rob brown

kate josephine johnson owns heritage business services, llc, a virtual bookkeeping firm serving small businesses across the united states. she is also the chief hustler at bookkeeping side hustle, where she helps other accounting professionals build virtual accounting careers they love.

johnson urges accounting professionals to diversify their revenue streams by leveraging ebooks, monthly membership for diy clients, vendor referral links, youtube, and newsletter and video content sponsorships. she says you need two skills to make videos: creating and communicating. 

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