clients don’t pay you to fill in forms, they pay you to help them make better financial decisions.
by kyle walters
key takeaways
• clients are buying expert advice and recommendations from you. they’re not buying the tools you use to do your job.
• unfortunately, that makes many cpas nervous because advice doesn’t balance. advice can’t be guaranteed.
• your output as a cpa firm is to help clients make better financial decisions. everything you do needs to be centered around client success – not around manufacturing tax returns.
as a cpa, it’s easy to think your job is simply to provide tax and auditing services – i.e. to give clients a historical analysis of their financial statements. your input is data; your output is more data in the form of a completed tax return. chances are, you became a cpa because you’ve always liked numbers and structure. like many of your peers, you have always enjoyed balancing debits and credits because that way, you can prove without question that the output is right.
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