Jeremy Wells, CPA, EA, and Chris Hervochon, CPA, CVA, sit down to discuss what CA(A)S means to them in this inaugural episode of The CPA Advisory Show. Chris and Jeremy each run their own small accounting and advisory firms.

They settle on a simple call to action for current and future advisors: “Just be helpful.”

This episode’s actionable steps to increase your firm’s advisory value:

From Chris: Reach out to your clients and ask them what's going well, what's not going well, and how can we be most helpful.

From Jeremy: Establish a good relationship with a mentor.

Chris Hervochon, CPA, CVA: https://www.betterwaycpa.com

Jeremy Wells, CPA, EA of JWellsCFO: http://twitter.com/jwellscfo

Getting Naked: A Business Fable About Shedding The Three Fears That Sabotage Client Loyalty by Patrick Lencioni: https://www.amazon.com/dp/B0032ZD0OI/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1

Subscribe at cpaadvisoryshow.com!