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From Accountant to Financial Advisor with Steven Jarvis, CPA, MBA
Manage episode 390593156 series 3529284
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Today, our special guest is Steven Jarvis, who shares his career transformation from accounting to a thriving financial advisor. Steven's story is a testament to the possibilities within the financial industry. We delve into his challenges and insights as he transitioned roles, emphasizing the significance of tax services for financial advisors.
Steven also shares his experience organizing successful summits for financial advisors, offering valuable tips for event planning and networking. Moreover, he discusses the crucial aspects of pricing and value in tax preparation services, introducing the concept of value-based pricing in accounting and tax services.
Whether you're a seasoned financial professional or just starting your journey, this episode provides invaluable insights for success in accounting and financial advisory. Tune in now and discover how to go from zero to millions in this dynamic field!
What you'll hear in this episode:
[0:00] Starting and running a successful accounting practice.
[1:15] Career path from accounting to financial advisor.
[8:15] Tax services for financial advisors.
[13:20] Starting a CPA firm with a niche focus.
[18:25] Running a successful summit for financial advisors.
[22:20] Pricing and value in tax preparation services.
[25:50] Value-based pricing in accounting and tax services.
Connect with Steven https://www.linkedin.com/in/steven-jarvis-cpa-ba91aa23/
Learn more about his services https://retirementtaxservices.com/about/
Connect with Kelly https://www.linkedin.com/in/kellyrohrs/
Connect with Bilal https://www.linkedin.com/in/bmehanna/
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