Management Consulting - San Diego, California, United States
As a strategic advisor, coach, and consultant to CPAs and those who work with CPAs, my mission is to add value to CPA firms and through them, to their clients. My objective is to provide solutions to the challenges that CPAs faceMy work with CPAs is designed to enhance revenue growth and business performance. I emphasize skill development and accountability via an annual plan for professional growth. Part of the professional growth strategy is to transition CPAs from subject-matter experts to trusted advisors.My work with non-CPA professional advisors is to help them build better and stronger relationships with CPAs by becoming the CPAs "most trusted advisor"
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