Free Book For CPAs Who Want To Increase Revenue And Decrease Work Hours
Order your complimentary new book “Beyond The Balance Sheet, Your Vision Into Reality” below and get a free Consultation (value $595.00)
In this must-have book you'll discover...
- Techniques to manage workloads effectively, reducing stress and avoiding burnout while maintaining high client satisfaction
- Strategies for adding significant value to existing clients, ensuring long-term relationships and reducing client turnover
- How providing value-based services to clients can help you better balance professional excellence with your personal life and also make your business more marketable for a future sale
- Non-traditional approaches to financial planning such as the TBM that address common flaws in the status quo, providing more effective and tailored solutions for clients
- How to implement value-based billing strategies to increase revenue while providing enhanced services to clients
Meet The Author
Scott Burch is a seasoned wealth consultant with over three decades of experience in the financial services industry. He began his career with American Express in 1989, helping businesses, families, and individuals achieve their financial goals. He now chooses to focus on serving CPAs, who are often overwhelmed by the demands of their profession.
Scott's mission is to help CPAs add significant value to their existing clients without increasing their workload. By leveraging his extensive network and implementing a value-based billing approach, he empowers CPAs to offer more holistic services that save money for their clients while enhancing their own professional satisfaction.
Through the years, Scott has developed a deep understanding of financial planning, along with innovative approaches to address his clients’ challenges. One example of this is his commitment and connection to the Team Based Model (TBM) which, at its core, includes access to a Virtual Family Office (VFO), a network of over 70 professionals nationwide who can provide a wide range of specialized strategies.
Scott believes in the transformative power of personalized financial planning and collaboration. His approach is rooted in the conviction that by working together, professionals can achieve far more than they could individually. He emphasizes the importance of continuous learning and adaptation in an ever-changing financial landscape.
In Beyond The Balance Sheet, Your Vision Into Reality, Scott Burch outlines the 10 biggest roadblocks CPAs face when trying to increase billing and add value to their existing roster of clients.