As the economy becomes more driven by technological advances, CPAs and advisors have adjusted their business practices to stay up-to-date with new technology and client expectations. We are currently in the age of generational shifts with businesses and wealth transitioning from baby boomers to the next generation of clients. Is your business ready?

Jody Padar, The Radical CPA, has been on the leading edge of this shift in generations and technology for many years. Padar has enabled continuous business growth by adopting cloud technologies and embracing value-added services like wealth management.

In this excerpt from her latest book, “From Success to Significance: The Radical CPA Guide,” Padar tells her personal story of CPA firm transformation.

This free download offers a template for leading your firm and wealth management business from success to significance.

 

Fill in the form below to download an excerpt from Padar's latest book, "From Success to Significance: The Radical CPA Guide."

Building a Thriving CPA Wealth Enterprise

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