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Philip Whitman, CPA, CEPA - TRUSTED ADVISOR to the TRUSTED ADVISORS
Manage episode 395900786 series 3008732
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In our latest episode, we had the privilege of interviewing Phil Whitman, a renowned CPA and certified exit planning adviser. Phil has incredible insights and experience in helping CPAs improve leadership and client experience. Here are some key takeaways from our conversation:
1️⃣ Short-term pain for long-term gain: Phil shares the importance of making investments and decisions that may result in short-term financial sacrifices but are necessary for future success. It's about looking beyond immediate gains and focusing on the bigger picture.
2️⃣ Entrepreneurial opportunities for CPA firms: Phil believes that CPA firms are on the verge of becoming multidisciplinary consulting organizations. With the right planning and strategies, CPA firms can expand their services and create tremendous value for their clients. It's an exciting time for the accounting profession!
3️⃣ The value of a trusted adviser: Phil highlights the life-changing impact a knowledgeable adviser can have on entrepreneurs. Whether it's saving on taxes or improving operational efficiency, having an adviser who brings value and provides insights can be a game-changer. It's time we see advisers not as expenses, but as valuable investments.
Running a business doesn’t have to run your life.
Without a business partner who holds you accountable, it’s easy to be so busy ‘doing’ business that you don’t have the right strategy to grow your business.
Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for success
Our clients enjoy a proactive partnership with us. Schedule a consultation with us today.
Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.
https://empoweringtheentrepreneur.com/
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