The Future of Business Advisory: Proactive Advice & Collaboration Between CPAs and Advisors with Lera Kooper

from Quantum Growth for Financial Advisors

In this week’s episode of Quantum Growth for Financial Advisors, Jon welcomes Lera Kooper, Partner at Accountability Services, for an insightful conversation about the evolving role of CPAs in today’s advisory landscape. Lera shares her journey of transforming traditional, compliance-focused accounting into a proactive, year-round advisory service aimed at reducing stress for business owners and maximizing long-term value. She and The post The Future of Business Advisory: Proactive Advice & Collaboration Between CPAs and Advisors with Lera Kooper appeared first on Kuttin Consulting Group.

Episode metadata supplied by the publisher feed · Published Mar 21, 2025

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The Future of Business Advisory: Proactive Advice & Collaboration Between CPAs and Advisors with Lera Kooper

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