Glenn Harper and Julie Smith’s Approach to Transforming the Accounting Industry

Glenn Harper and Julie Smith share their journey in transforming a traditional CPA firm into a modern, advisory-focused business. They discuss the importance of process optimization, leveraging technology, and establishing clear client profiles. Glenn and Julie share their experiences and insights on improving operational efficiency and empowering other firms through their consulting venture, Empower CPA.

Three Main Ideas:

1. Transition from Traditional to Advisory-Focused Firm: Glenn and Julie detail the importance of process optimization, technology integration, and defining clear client profiles.

2. Importance of Technology and Processes: They highlight the crucial role of technology in creating efficiencies.

3. Empowering Other Firms: Through their consulting venture, Empower CPA, they aim to share their knowledge and shortcuts with other accounting firms, helping them to achieve operational excellence and better serve their clients.

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