Need advice | CPA firm pivoting to custom tax planning strategies

professional profile

April 06, 2025

by a professional from University of Washington - Michael G. Foster School of Business in Seattle, WA, USA

Hey all,
One of my investments is a CPA firm that is pivoting to providing custom tax-planning and filing services for business owners and their advisors/investors. We want to know what kind of services you are looking for from a great CPA. I want to pivot into being the one-stop shop of Fractional CFOs, Investors, and Advisors who can use us to give top notch planning to their clients. Would love all notes and feedback! We are also looking to adding white-label AP, AR, bookkeeping, and sales tax work that can work directly with fractional CFOs and consultants to service their clients.

A bit about us: We are one of Seattle's top CPA firms (almost 100 years old) and do accounting work for some of the largest investors and business owners in the area. We serve national clients and are happy to work with business owners and their advisors who need white glove attention and planning. We are not a tax return factory, so we don't compete on price. People come to us because we employ the best accountants and give the best service in the area.
Thanks,
Rish

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commentor profile
Reply by a lender
from Berkeley College in Chicago, IL, USA
That's great. Big need for value add CPA firms vs. tax prep. Will you offer QOE services as well? Biggest need in the market is speed to get quality financial reporting in the SMB space!
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Reply by an admin
from Massachusetts Institute of Technology in Portland, OR, USA
^redacted have previously commented on CPAs and might be willing to share their wishlist with you here. If anyone else has questions on working with CPAs, or related professionals, please post and I'll do my best to get them answered for you.
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