My guest today is Jody Padar, CEO and Principal of the New Vision CPA Group, a public accounting firm based in the Chicago area.

In this conversation, Jody talks about what it would take for advisors and CPAs to live a more balanced life and to run profitable firms — without working 80+ hours a week.

Don’t miss one of our favorite moments, when Jody explains that optimizing the technical side of tax accounting doesn’t just benefit the client. It also sets CPAs up to spend more time working through their client’s holistic financial needs.  

As you think about this conversation, where does AI fit into the evolution of your practice? How are you preparing to keep up with client expectations for quicker, more integrated service? Share your thoughts in the Model FA Community — and learn how the Model FA Accelerator can help you take your firm to the next level of organic growth.

Looking for more ideas about growing your practice? Join the Model FA Facebook Community, where you will find expert advice on how to launch, grow, scale, and transform your firm with an incredible client experience. Or, check out our Model FA Accelerator, a premier coaching and practice management program for entrepreneurial financial advisors.

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