“I want to become more valuable to my clients but I’m just so busy that it’s hard to find the time!”
If you’re a financial advisor that’s ever sat down with a CPA then I’m sure you’ve heard that before.
So what’s the answer? Well there is no magic bullet, but there are strategic moves that accountants can make to free up bandwidth at the partner level, which then gives them the ability to work with you!
The key of a great advisor/accountant partnership is to focus first and foremost on how to bring the other party value. As an advisor, focus on solving the accountant’s problem and bringing them value way before you ever ask for something.