Lera Kooper

Lera is the Chief Business Development Officer for Accountability Services. As an experienced business owner, she is passionate about helping entrepreneurs overcome the obstacles that are holding their businesses back. A graduate of Central Washington University with degrees in Accounting and Supply Chain Management, Lera leverages her background to show clients how accounting and strategic planning illuminate a clear path for achieving financial and personal milestones. Client goals are her goals and she loves guiding business owners through the necessary changes that will develop and grow their enterprises.

Client Relationships

Getting Clients Excited to Sign Their Engagement Letter

If reminding clients to sign their engagement letter makes you feel like a dentist scheduling root canals, it may be time to rethink how you are selling the task.

4/09/25 LEARN MORE

Blogs

The 5 Biggest Surprises About Owning a CPA Firm

I love owning a CPA firm, but I’d be lying if I said everything about my world today is exactly as I expected it to be. Here are the 5 biggest surprises I’ve discovered (so far)...

3/26/25 LEARN MORE

Practice Management

Improving Work-Life Balance Firm-Wide During Busy Season

Traditionally, busy season in the accounting industry has been a time to cancel all personal plans, batten down the hatches, and grind through overtime until your family barely...

2/21/25 LEARN MORE

Practice Management

Why the Human Element is Your Biggest Asset as a Business Advisor

Looking for a way to give your firm a competitive advantage over the hundreds of thousands of licensed CPAs, experienced EAs, and talented business advisors in the U.S.?

1/27/25 LEARN MORE

Practice Management

100% of Business Owners Exit – Here’s How to Best Prepare for Yours

Nobody goes into business just to file an extra tax return — not even accountants! They’re just not that much fun.

1/23/25 LEARN MORE

Practice Management

How Accountants Can Avoid Scope Creep and Protect Their Business

As an accountant, you're likely familiar with the scenario: a client asks for "just one more thing," and before you know it, you're handling tasks far beyond the original...

11/20/24 LEARN MORE

Blogs

Leaving Money on the Table: The Impact of Being a ‘Yes Man’

In modern accounting, one thing remains constant: the need to provide real value to clients. However, in the quest to keep clients happy, many firms adopt a ‘yes to everything’...

9/25/24 LEARN MORE