Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Jonathan Kuttin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Kuttin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

The Future of Business Advisory: Proactive Advice & Collaboration Between CPAs and Advisors with Lera Kooper

42:42
 
Share
 

Manage episode 472654975 series 3335590
Content provided by Jonathan Kuttin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Kuttin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this week’s episode of Quantum Growth for Financial Advisors, Jon welcomes Lera Kooper, Partner at Accountability Services, for an insightful conversation about the evolving role of CPAs in today’s advisory landscape. Lera shares her journey of transforming traditional, compliance-focused accounting into a proactive, year-round advisory service aimed at reducing stress for business owners and maximizing long-term value. She and

The post The Future of Business Advisory: Proactive Advice & Collaboration Between CPAs and Advisors with Lera Kooper appeared first on Kuttin Consulting Group.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 472654975 series 3335590
Content provided by Jonathan Kuttin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Kuttin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this week’s episode of Quantum Growth for Financial Advisors, Jon welcomes Lera Kooper, Partner at Accountability Services, for an insightful conversation about the evolving role of CPAs in today’s advisory landscape. Lera shares her journey of transforming traditional, compliance-focused accounting into a proactive, year-round advisory service aimed at reducing stress for business owners and maximizing long-term value. She and

The post The Future of Business Advisory: Proactive Advice & Collaboration Between CPAs and Advisors with Lera Kooper appeared first on Kuttin Consulting Group.

  continue reading

100 episodes

Alle episoder

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play