Harnessing The Future: Technology's Role In Advisory The Unique CPA podcast

Artwork

MBA Entrepreneur Business CPA Randy Crabtree Accounting Finance Randy Crabtree, CPA Firmdevelopment Leadership Mentalhealth Modernaccounting

Indhold leveret af Randy Crabtree, CPA, Randy Crabtree, and CPA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Randy Crabtree, CPA, Randy Crabtree, and CPA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The Unique CPA « »
Harnessing the Future: Technology's Role in Advisory

14d ago 32:14

Del

MP3•Episode hjem

Indhold leveret af Randy Crabtree, CPA, Randy Crabtree, and CPA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Randy Crabtree, CPA, Randy Crabtree, and CPA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

On Episode 185 of The Unique CPA, Randy digs into advisory platforms with David Snider, CEO and founder of Harness Wealth. Harness is one such platform making waves in the profession, and David, in discussing his journey from the real estate tech industry to tax and wealth management, explains how these worlds linked together for him to found Harness. Sharing his understanding of how technology can improve the efficiency and effectiveness of tax advisors, helping them to better serve their clients, David spotlights various industry challenges, the importance of specialization, and the need for innovation in the tax advisory space, all of which he has addressed in creating a unifying platform that can aid advisors in client acquisition and managing their practices more efficiently.

Get the full show notes and more resources at TheUniqueCPA.com

… continue reading

188 episoder

#MBA #Entrepreneur #Business #CPA #Randy Crabtree #Accounting #Finance #Randy Crabtree, CPA #Firmdevelopment #Leadership #Mentalhealth #Modernaccounting

Artwork

Harnessing the Future: Technology's Role in Advisory

published 14d ago

Del

MP3•Episode hjem

Indhold leveret af Randy Crabtree, CPA, Randy Crabtree, and CPA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Randy Crabtree, CPA, Randy Crabtree, and CPA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

On Episode 185 of The Unique CPA, Randy digs into advisory platforms with David Snider, CEO and founder of Harness Wealth. Harness is one such platform making waves in the profession, and David, in discussing his journey from the real estate tech industry to tax and wealth management, explains how these worlds linked together for him to found Harness. Sharing his understanding of how technology can improve the efficiency and effectiveness of tax advisors, helping them to better serve their clients, David spotlights various industry challenges, the importance of specialization, and the need for innovation in the tax advisory space, all of which he has addressed in creating a unifying platform that can aid advisors in client acquisition and managing their practices more efficiently.

Get the full show notes and more resources at TheUniqueCPA.com

… continue reading

188 episoder

#MBA #Entrepreneur #Business #CPA #Randy Crabtree #Accounting #Finance #Randy Crabtree, CPA #Firmdevelopment #Leadership #Mentalhealth #Modernaccounting

Alle episoder

×

Velkommen til 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.

Lyt til 500+ emner