3 questions to ask your CPA to grow your net worth

As a business owner, your financial success isn't just about your income - it's about your net worth.

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And while most CPAs are focused on helping you manage your taxes…

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The best ones understand that their role is to help you grow your wealth over the long term.

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So, how do you know if your CPA is truly committed to helping you increase your net worth?

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Here are 3 key questions to ask:

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1. "What's your strategy for helping me grow my net worth over the next 3-5 years?"

A great CPA will have a clear, proactive plan for helping you build wealth. They'll take into account your unique goals, risk tolerance, and financial situation, and develop a customized strategy to help you reach your objectives.

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2. "How do you stay on top of the latest tax laws and wealth-building strategies?"

The financial landscape is always changing, and the best CPAs are committed to staying ahead of the curve. They invest in ongoing education, attend industry conferences, and constantly research new strategies to help their clients succeed.

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3. "Can you show me examples of how you've helped other clients significantly increase their net worth?"

A CPA who's truly focused on wealth-building will have a track record of success. Ask for specific examples of clients they've helped, and look for case studies or testimonials that demonstrate their ability to drive significant net worth growth.

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If your CPA struggles to answer these questions, or if their answers don't align with your own wealth-building goals, it might be time to consider a change.

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At Nth Degree CPAs, helping our clients build lasting wealth is our top priority. We don't just manage taxes - we develop comprehensive, customized strategies to help our clients grow their net worth year after year.

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So, if you weren't satisfied with your CPA's answers to the questions above, I invite you to book a call with my team. We'll discuss your specific financial goals and challenges, and determine whether Nth Degree could be the right fit to help you reach your net worth objectives.

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Don't settle for a CPA who's just reactive. Partner with an advisor who's committed to your long-term financial success.

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Here’s to your success and financial certainty,

Warm regards,

Dan Nicholson

Founder, Nth Degree CPAs
Author of “Rigging the Game”

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