Research reveals that the top Accountant skills requested by small businesses and high net worth individuals are

1. Advisory Services including proactive tax planning (46%)

2. Relationship Builder/Great Connector (44%) helping to facilitate and foster additional high level value relationships with financial planner, insurance, banker and other complimentary business services.

Over a decade ago, AICPA conference takeaway was that “Accountants are no longer defined by tax returns and audits but are expected to be their clients most trusted Advisor.”

Questions then is how do you position yourself to be that Accountant?

Being familiar with the current challenges of the profession; how do you

1. Meet growing and more sophisticated clients demands in a fast-changing fiscal environment without affecting your quality of life or increasing head count

2. Be the one stop shop without exposing yourself to the outdated referral model with its inherent risk.

3. Attract better quality clients and improve firm profitability.

We have practical ways to help you evolve into that ideal practice significantly faster than you thought without getting overwhelmed. As a non-practicing CPA (previously in public practice) my mission is to help you transition to a team-based model, where you can be more proactive than reactive and provide more holistic and comprehensive service.

We provide the behind-the-scenes support,

• Educational Support: In person and virtual events with exposure to other forward-thinking professionals in the industry.

• Community of accountants and specialist to support you all the way.

• A team of in-house experts, fully equipped to meet the changing needs of your clients.

• Cutting-edge proprietary technology-based systems.

• Marketing Support.

At LiveGreat, we help Accountants deliver more value to their clients.