Episode #18

Monetizing Advisory as a Product (feat. Kathy Gregory)

recorded 7/6/2021

Kathy Gregory | @KathyGregory1 | liveplan.com

Eugene, OR

Hello and welcome. We are the Sons of CPAs. Join us as we question the current state of the accounting and tax industry with the next generation of professionals leading this space, we are the change agents in an industry fraught with money and inertia. Let's begin The Sons of CPAs with your hosts, Jason Ackerman and Scott Scarano.

4 The kismet of Kathy finding Palo Alto Software

***shout out to Tim Berry***

9 Define Management Accounting

10 How do I monetize advisory?

14 Kathy, we have a lawsuit…

18 Time should not be tracked to set prices…

19 What do you think accounting firms are doing wrong?

22 How do we service our clients the best?

27 What do small businesses want from an Advisor?

***shout out to Sabrina Parsons***

***shout out to Mark Wickersham***

***shout out to Ron Baker***

***shout out to Ian Vacin***

***shout out to David Cristello***

32 Kathy, what’s your relationship with your accountant?

36 Selling predictability

39 Monetizing opportunities

40 Selling without selling

45 Give a firm or an accountant one piece of advice they can take away from this…