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goode: the $180k, 15-hour workweek | big 4 transparency

ruthless efficiency, process-first thinking, and a bold rejection of traditional models help build her “life-first” firm.

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big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

on the big 4 transparency podcast, host dominic piscopo sat down with erica goode, founder of a solo accounting practice that generated over $180,000 in profit in 2024, all while working just 15 hours a week. her secret? ruthless efficiency, process-first thinking, and a bold rejection of traditional scaling models. 

goode’s path wasn’t planned. after leaving a corporate finance role to care for her two young kids, she took on one client with just two hours a week to spare.

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as her children’s school hours expanded, so did her firm – but never beyond her self-imposed 15-hour weekly cap. “my business grew as fast as my kids did,” she quipped. every new client required a new process improvement, creating a flywheel of efficiency and discipline. 

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advisory & consulting

ten ways to help tax clients stay organized | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

tax clients don’t want to be disorganized or late with information, but it tends to happen. you can make tax season easier for them and for you if you help them stay organized and up to date.

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here are 10 actions you can take. consider making some of these actions mandatory for anyone who wants to be your client.

  1. provide checklist of required documents. well before tax season begins – ideally at the beginning of the fiscal year – provide clients with checklists of records and documents you will need at end of year. a list specifically for a given client will be more effective than a boilerplate list.

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client service opportunities

simone: financial planning’s most overlooked piece | holistic guide to wealth management

as your client’s trusted advisor, can you afford not to include it?

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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

“the first wealth is health,” wrote ralph waldo emerson. healthcare is one of the biggest expenses in retirement, yet it’s often overlooked in financial planning. for many clients, uncertainty around coverage can be as stressful as market swings or tax changes. 

more rory henry and the holistic guide to wealth management

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christine simone, partner at move health and contributor to holistic guide to wealth management, believes health care planning should be part of every advisor’s toolkit. research shows that two–thirds (65%) of clients would like their advisors to help them with health insurance planning, but only 4% receive that help. “if you’re not addressing [that gap], there’s a good chance your clients will look elsewhere,” simone observes.  read more →

advisory & consulting

help clients envision their future selves

businessman sitting on cloud

ask the “best hopes” question.

by rory henry
the holistic guide to wealth management

when helping clients plan for retirement, exit their businesses or reach other major financial goals, we tend to default to the numbers. financial projections, spending needs, drawdown rates and risk tolerance are great navigational aids, but as lewis carroll wrote in “alice in wonderland,” “if you don’t know where you’re going any road will take you there.” however, a new approach is showing that getting in tune with our future selves is one of the best ways for clients and their advisors to plan for retirement.

more: how to use values-based financial planning | life planning: going beyond the financials | understand clients’ relationship with money | from services to experiences to transformations | how behavioral finance works | priority no. 1: your mental and physical health | trust is the primary ingredient | how to prepare your clients’ kids for their inheritance | quantifying the value of an advisor | raise your rates to change your clientele | how wealthtech is reshaping the future of holistic advice | profile of a modern firm: putting the vision into practice | tsunami of m&a, pe is disrupting the accounting profession | introducing you to a fulfilling return on relationships
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as a result, we must continually adjust our goals, including retirement planning, and that comes by getting well acquainted with our “future selves,” according to ucla professor hal hershfield. he said that while it’s important for you to consider the goals for yourself when it comes to money and saving, it’s just as important to think carefully about the goals you have for your future self long after you have stopped earning an income.
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