The Scale Collective的动态

查看Jose Ortiz CPA CTC的档案,图片

High-Earner Tax Strategist & CPA | Expert in Real Estate Tax Optimization | Maximizing ROI with Tech-Driven Solutions | Building Long-Term Client Relationships

Day 36: Missing the Strategic Accounting Puzzle Piece Reminder: We're counting down the 99 days until tax season with 99 reasons why working with a Concierge CPA like The Scale Collective can transform your financial future. Bad Client Behavior: Neglects the importance of strategic accounting in their financial plan. Why They Do It: Lack of awareness about how strategic accounting can optimize financial outcomes. Good Client Behavior: Recognizes the value of strategic accounting and actively incorporates it into their financial strategy. Bad CPA Behavior (CPA Perspective): Fails to emphasize the strategic aspect of accounting services to clients. Why They Do It: May focus too heavily on routine accounting tasks and overlook the broader financial strategy. Good CPA Behavior (CPA Perspective): Collaborates with clients to develop a strategic accounting approach, aligning financial goals and plans. Don't leave strategic accounting out of your financial puzzle! Connect with a dedicated Concierge CPA who understands the strategic importance of accounting in your financial success. ???? #TaxSeasonCountdown #ConciergeCPA #StrategicAccounting https://shorturl.at/mPUW7

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