• "The Four Pillars of Tax Advice: A Comprehensive Solution for Business Owners"

  • May 27 2023
  • Length: 34 mins
  • Podcast
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"The Four Pillars of Tax Advice: A Comprehensive Solution for Business Owners"

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  • Summary

  • On this episode of Family Business With Purdeep Sangha, we explore the problems with the traditional accounting firm business model and how one accountant created a new approach called the Account Success Formula. This subscription-based approach provides unlimited access to the accountant and incorporates the Four Planning Pillars: business, wealth, retirement, and estate plans, which interconnect and hold up the roof of a client's financial plan. We also discuss the importance of collaboration, creating value for clients, and the need for an integrated strategic approach in providing comprehensive tax advice. Tune in to learn about shaping a new business model, collaboration in the accounting industry, and the significance of passion, purpose, and profit in starting a new venture.
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