51 \\ 7 Signs It’s Time to Upgrade to a Modern CPA for Better Tax Savings
- Author
- Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert
- Published
- Mon 30 Oct 2023
- Episode Link
- https://smallbusinessfinance.podbean.com/e/51-7-reasons-to-choose-a-modern-cpa-firm/
In this episode, Tiffany explains how to tell if your CPA is helping you grow—or holding you back. She covers seven signs you need a modern tax pro, including whether your CPA understands your business, provides personalized strategies, goes beyond bookkeeping to tax planning, and leverages technology like forecasting and AI. You’ll also learn why a modern firm’s expertise, broad experience, and up-to-date knowledge of tax laws are critical for small business owners who want to reduce taxes and make smarter financial decisions. If you’re tired of old-school accounting that just files forms without helping you plan ahead, this episode shows you exactly what to look for in a CPA who can provide proactive tax strategies and advice.
Next Steps:
💰Pay Less in Taxes – Start Here! 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
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