Quote from @Account Closed:
Quote from @AnnMarie Bacchus:
This is exactly that I’m running into! Obviously there will be a fee a pay for the services of course but i’m noticing most CPA are trying to sell me a packaged deal meant for REI who have larger portfolios with complex tax planning/strategy needed and I haven't found someone who fits my need.
This is the gap my firm is trying to fill. The problem in the industry is that bad accountants attract a lot of clients, and great ones attract armies of clients. The great ones quickly reach capacity and need to raise fees to accommodate the growing list of higher-need clients. What I'm trying to do is accommodate the "middle ground" investors who don't need all the bells and whistles, but still need guidance on how to make it to the next level. Though I will admit, we are facing the same issue as mentioned above with the "army of clients" now for 2023 tax year 😆 its a cycle of accounting firms I suppose.
Thank you for sharing your perspective on the industry gap you're trying to address. It's definitely a common challenge, but it's great to see your focus on catering to the "middle ground" investors who need guidance to level up. It sounds like you're navigating the balance well, even with the influx of clients for the 2023 tax year! 😄 Feel free to private message me if you'd like to discuss further.
