4 Strategies for Entrepreneurial CPAs to be a Trusted Advisor During COVID-19

How can CPAs position themselves to survive -and thrive- through COVID-19? Amy Franko made a return appearance on the Entrepreneurial CPA Podcast with Garrett Wagner to discuss how to pivot, how to interact with clients, and how to continue the important job of business development– while also delivering client solutions. Whether you run a firm or are part of the firm, these tips can help.
Shift your mindset. You’ve likely transitioned to a home office and are not seeing clients face-to-face, as you typically would, especially at this time of year. Lots of issues are vying for their attention. Think through, how can you be of service to your clients and establish yourself as a trusted advisor to them? Part of your job is to cut through the clutter, to connect with them, and help them prioritize what’s most important to their business and their team right now. If you can