Accounting High

248 Simple Retirement Plan Advising (feat. Jason Ackerman, CPA)


Listen Later

Episode 248

FACULTY: Jason Ackerman, CPA aka J-Rabbit aka the Accounting High Lunch Lady

CLASS: #Shoperations

In this episode, Jason Ackerman, CPA, co-founder of WealthRabbit, discusses the importance of accountants providing advisory services and setting up retirement plans for clients. Ackerman explains the challenges and opportunities in offering simple IRAs, SEPs, and other retirement plans, and emphasizes the need for accountants to evolve from mere compliance work to value-driven services. The conversation delves into the development of WealthRabbit, the integration with payroll systems, and the importance of customer service in both accounting and software businesses.

📣 Shout Outs: Bernie Ackerman, BNA CPAs & Advisors, Gusto, Ron Baker, Fidelity, Guideline, Human Interest, ADP, Finch, Intuit, Paychex, OnPay

⬇️Videos Referenced⬇️

$6M Tax Firm, Building a CAS Practice, Implementing EOS, with NO Timesheets! | Jason Ackerman, CPA

(https://youtu.be/PkI8FW7lozU)

Chapters:

00:00 Introduction

00:35 Jason Ackerman's Career Update

02:01 Firm Updates and New Hires

04:05 Combining Wealth and Tax Services

06:17 Retirement Planning Advisory

18:37 Understanding Simple IRA Compliance

19:14 Revenue Sharing for Accountants

20:50 Setting Up Retirement Plans with WealthRabbit

21:37 Employee Engagement and Education

24:17 Managing Investments and Portfolios

27:52 WealthRabbit's Dashboard and Integrations

34:40 Customer Support and Service

37:27 Jason Graduates from Accounting High

đź”— Connect With Us On LinkedIn! đź”—

Jason Ackerman, CPA

📎 https://www.linkedin.com/in/jasonlackerman/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, investing, wealth management, IRA, SEP, retirement planning

...more
View all episodesView all episodes
Download on the App Store

Accounting HighBy Accounting High

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

48 ratings


More shows like Accounting High

View all
Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

46 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

26 Listeners

The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

The Ambitious Bookkeeper Podcast

60 Listeners

Drink While You Think🍺 by Kenji Kuramoto & Matthew May

Drink While You Think🍺

8 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

20,604 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

49 Listeners

Devil in the Desert by ABC News

Devil in the Desert

1,146 Listeners