Compliance Work Should be Optional

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Wealth and Law

243 episodes

6 days ago

The Wealth and Law Podcast is hosted by Brent Nelson, a partner at Rimon, P.C. who practices estate planning, tax, and family business law. The podcast explores how personal wealth intersects with the legal landscape by diving into relevant topics, teaching you what Brent has learned and engaging with guests with deep expertise in their fields.

All content for Wealth and Law is the property of Wealth and Law and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Compliance Work Should be Optional

Wealth and Law

34 minutes 56 seconds

5 months ago

Compliance Work Should be Optional

Brent chats with Nicole Davis, CPA, MBA — founder of Butler-Davis Tax & Accounting and a Forbes Top 200 CPA — about why today’s accountants can (and should) treat traditional compliance work as a choice, not a requirement. Nicole explains how technology, distributed workforces, great processes, and training clients can help accountants (and any other professional) find more time for high-value advisory work.

Nicole Davis, CPA, MBA, is the founder/CEO of Butler-Davis Tax & Accounting, BD Payroll, and Groundworx Contractors. A sought-after speaker and creator of “Tax Return Pizza Tracker,” she coaches accountants through The Modern Bookkeeper accelerator and keynotes national conferences on client experience, pricing, and firm culture.

Nicole can be found here Nicole Davis, Cpa, Mba

And here Nicole Davis, CPA

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

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