Todd Smith discusses his mission to impact and improve the financial lives of Accounting and CPA firms by maximizing their potential – both personally and professionally.
Questions covered in this interview include:
- What is the client experience like?
- Who facilitates each step of the process?
- What is the process for this robust referral relationship?
Listen to the interview on the Business Innovators Radio Network:
Todd explained, “The Proactive Planning Process is an entirely different experience than a traditional tax-prep revolving around deadlines and compliance; this is a year-long relationship with a proactive, forward-looking approach. Our 5-Step Process includes: Diagnostic, Develop Team, Deeper Dive, Educating on Options, Implement, Review/Repeat.”