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 Jon dive into the importance of forward-thinking strategies and how collaboration between financial advisors and CPA firms can improve client experiences and drive profitability.
The episode also explores:

* Why many CPA firms remain compliance-driven—and how to shift toward value-added services
* Lera’s unique discovery process for understanding client needs and tailoring advisory services
* The benefits of adopting a holistic, prescriptive approach to business strategy, with lessons drawn from the U.K. and Australia
* Key challenges business owners face in scaling—and how strong leadership and processes make the difference
* The importance of regular proactive planning meetings and performance reviews for client success

To wrap up, Lera shares practical tools—including a free discovery call and a DIY scorecard—to help business owners evaluate their financial health and stay accountable on their growth journey.
Topics discussed include:

* Collaborating with CPA Firms for Greater Client Impact
* Shifting the CPA Industry Toward Advisory Services
* Discovery and Client Needs Assessment
* Positioning Advisory Services for Value
* Scaling Challenges and Leadership for Growth
* KPI Management and Client Engagement
* Prescriptive Strategies for Business Success
* Long-Term Growth with Accounting Firm Clients

Links:

* Accountability Services Website
* Lera’s Accelerator Podcast – Links to Apple, Spotify and Youtube

Connect with Lera Kooper:

* Lera Kooper – LinkedIn
* Lera Kooper – Email

Connect with Jon Kuttin, Joseph Greco and Kuttin Consulting Group:

* (855) 722-9393
* kuttinconsultinggroup.com
* LinkedIn: Jonathan Kuttin
* LinkedIn: Joseph Greco
* CPA Alliance Coaching
* Request A Consultation
* Submit yourself as a guest for the podcast

About Lera Kooper:
Lera is a Chief Business Development Officer and an equity partner of 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.