Challenging the CPA mindset. Capstone Conversations  With Jean Caragher  Rea & Associates is transitioning from a traditional CPA-centric model to a broader advisory role, aiming to offer services such as IT consulting and wealth management. Becca Johns, director of practice growth, tells Jean Caragher in this episode of Capstone Conversations that the move demands major shifts in the firm’s internal mindset and culture, including redefining roles, retraining staff, and effectively communicating the new value proposition to clients.    Full <a href="https://cpatrendlines.com/?p=134729">show notes here</a> | More <a href="https://cpatrendlines.com/tag/capstone-conversations/">Capstone Conversations here</a> | Follow Jean Caragher <a href="https://cpatrendlines.com/?s=Caragher&as_author=1334&category=&tag=&date=&orderby=post_date&cpat_as=1">on CPA Trendlines here</a>. | Get her best-selling handbook, <a href="https://cpatrendlines.com/shop/the-90-day-marketing-plan-for-cpa-firms/">The 90-Day Marketing Plan for CPA Firms, here</a> | Catch Jean Caragher every Friday with <a href="https://cpatrendlines.com/tag/gear-up-for-growth/">Gear Up for Growth here</a> |

Challenging the CPA mindset. Capstone Conversations With Jean Caragher Rea & Associates is transitioning from a traditional CPA-centric model to a broader advisory role, aiming to offer services such as IT consulting and wealth management. Becca Johns, director of practice growth, tells Jean Caragher in this episode of Capstone Conversations that the move demands major shifts in the firm’s internal mindset and culture, including redefining roles, retraining staff, and effectively communicating the new value proposition to clients. Full show notes here | More Capstone Conversations here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher every Friday with Gear Up for Growth here |

Challenging the CPA mindset. Capstone Conversations&nbsp; With Jean Caragher&nbsp; Rea &amp; Associates is transitioning from a traditional CPA-centric model to a broader advisory role, aiming to offer services such as IT consulting and wealth management. Becca Johns, director of practice growth, tells Jean Caragher in this episode of Capstone Conversations that the move demands major shifts in the firm’s internal mindset and culture, including redefining roles, retraining staff, and effectively communicating the new value proposition to clients.&nbsp; &nbsp; Full <a href="https://cpatrendlines.com/?p=134729" rel="noopener noreferrer">show notes here</a> | More <a href="https://cpatrendlines.com/tag/capstone-conversations/" rel="noopener noreferrer">Capstone Conversations here</a> | Follow Jean Caragher <a href="https://cpatrendlines.com/?s=Caragher&amp;as_author=1334&amp;category=&amp;tag=&amp;date=&amp;orderby=post_date&amp;cpat_as=1" rel="noopener noreferrer">on CPA Trendlines here</a>. | Get her best-selling handbook, <a href="https://cpatrendlines.com/shop/the-90-day-marketing-plan-for-cpa-firms/" rel="noopener noreferrer">The 90-Day Marketing Plan for CPA Firms, here</a> | Catch Jean Caragher every Friday with <a href="https://cpatrendlines.com/tag/gear-up-for-growth/" rel="noopener noreferrer">Gear Up for Growth here</a> |&nbsp; &nbsp;&nbsp;

Becca Johns: How Rea CPAs Is Pushing into Advisory | Capstone Conversations

Exclusive information. Extraordinary insight. See all podcast episodes here: <a href="https://cpatrendlines.com/category/podcast/">https://cpatrendlines.com/category/podcast/</a> CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.  We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.  We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.  Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

News

Business News

Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

Exclusive information. Extraordinary insight. See all podcast episodes here: <a href="https://cpatrendlines.com/category/podcast/" rel="noopener noreferrer">https://cpatrendlines.com/category/podcast/</a> CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.&nbsp; We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.&nbsp; We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.&nbsp; Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.&nbsp;

Share Becca Johns: How Rea CPAs Is Pushing into Advisory | Capstone Conversations

Sign up to save your podcasts

Becca Johns: How Rea CPAs Is Pushing into Advisory | Capstone Conversations

Becca Johns: How Rea CPAs Is Pushing into Advisory | Capstone Conversations

More shows like CPA Trendlines Podcasts

WSJ Tech News Briefing

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Founders

Accountant's Flight Plan

Accounting Today Podcast

Tax Smart Real Estate Investors Podcast

Talking Tax

GZERO World with Ian Bremmer

The Accounting Podcast

Small Business Tax Savings Podcast

Business Strategy for CPA's

The Journal.

At The Table with Patrick Lencioni

All-In with Chamath, Jason, Sacks & Friedberg

Earmark Podcast | Earn Free Accounting CPE