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Lera Kooper on Strategic, Modern Accounting

07/24/2024
Lera Kooper
Lera Kooper
Lera Kooper on Strategic, Modern Accounting
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Three Main Ideas:

  1. Transition from Traditional to Strategic Accounting: Lera emphasizes moving away from the reactive, compliance-focused model of accounting to a proactive, advisory-focused approach.
  2. Challenges and Solutions in Implementing Advisory Services: The difficulties of changing client expectations and integrating new methodologies to streamline services.
  3. The Future of Accounting and the Role of Advisory: The growing need for accountants to provide value beyond tax preparation, which is becoming increasingly commoditized.

About the Podcast

In this episode of the Practice Success Podcast, Lera Kooper, co-owner of Accountability Services, discusses the shift from traditional accounting to a strategic, forward-looking approach. The conversation highlights the importance of proactive planning, the challenges of transitioning to a new business model, and the value of advisory services in modern accounting. Lera shares her journey and insights on building a successful accounting firm that focuses on long-term client goals and innovative business strategies.

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Authors

Lera Kooper

By: Lera Kooper

Lera is the Chief Operating Officer and Co-Owner of Accountability Services, an award-winning firm intent on helping others get more out of their business. As a nationally recognized entrepreneur and innovator, her mission is to be a thought leader in the modernization of firms. She employs a combination of systems, processes, technologies, and philosophies to best prepare her firm, as well as others across the industry, to deliver personalized, forward-looking client care at scale. By championing best practices in client onboarding, communication, scope management, and strategic planning, she empowers tax, CAS, and advisory teams to help owners get more out of their business.

Read more by Lera