The Family Office Guy’s Video Presentations
Best Branding Yourself as a CPA: Its Not Always CPA Centric
November 20, 2024
Marketing should not be approached in the same manner that accountants would prepare a financial statement. Bring in new clients brings in more variables, however, better serving the top clients of the firm not strengthens revenue for the firm by lasting consumer relationships.
Continue reading →Marketing to Best Clients Not New Clients
November 18, 2024
Become the most trusted advisors not just analysts of past financial dynamics, should be the drive force behind any CPA’s marketing plan. Also, marketing more to best clients than possible new clients is a way to become the firm of the future.
Continue reading →Succession Planning so the CPA Firm is Handed to the Future
November 16, 2024
This is the most important issue facing the CPA industry because only 25% of all firms have a viable succession plan. There are several keys that need to be addressed in this, but among the most important is providing services to the top clients as firm not just the senior partner or owner.
Continue reading →Six Tactics CPA Businesses Need to be Firms of the Future
November 14, 2024
1. People
2. Paperlessness
3. Work flow
4. Technology
5. Seasonality
6. Hourly Billing
Continue reading →Cultural Dynamics of the CPA Offices of the Future
November 12, 2024
Building a work environment that promotes community through departments sharing workloads rather than hoarding the best clients. Collaborating with other professionals whose specialties compliment and aid a CPA in making fiscal projects. Giving back to the community in which the firm is based. These are just some of the things that will help define the CPA Firm of the Future.
Continue reading →How CPAs can Differentiate Themselves in the Market
November 11, 2024
CPA firms are no longer defined by income tax return preparation and financial statement preparation. While the industry is no longer defined by these services, many still believe that this all that accountants do. In order to break this notion, Richard explains the two key things that he believes helps set his firm apart from the rest a CPA Firm of the Future.
Continue reading →The American Taxpayer Act of 2012
July 8, 2024
The American Taxpayer Relief Act of 2012
Accountant, speaker and radio talk show host Richard Muscio, CPA, believes that the American Taxpayer Relief Act of 2012 is a “game changer” for owners of very profitable businesses, real estate operators and high-net-worth individuals and families. CPA’s and their firms must change the way they do business to properly advise these A-list clients, he says.
Handout of PDF that accompanies Cliff Notes: Estate Planning Council of San Diego
Five-minute highlight clip of Richard’s speechContact Richard if you are interested in having him speak at your event.
Continue reading →How to Stay Relevant as a CPA
June 4, 2024
Five-minute highlight clip of Richard’s speech.
Contact Richard if you are interested in having him speak at your event.
Continue reading →Black Hole of Attraction for CPAs
May 25, 2024
Becoming the Most Trusted Business Advisor to your Clients (46 minutes)
Five-minute highlight clip of Richard’s speech.
Contact Richard if you are interested in having him speak at your event.
Continue reading →Business Succession Planning: Can I Really Fire My Mother?
April 27, 2024
Handout of PDF that accompanies Business Succession Planning: “Can I Really Fire My Mother?”
Five-minute highlight clip of Richard’s speechContact Richard if you are interested in having him speak at your event.
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