August 17th, 2022 • 46 mins 51 secs • Download (33.1 MB) • Link with Timestamp
Today's guest is Laura Stees, a CPA, business strategist, and partner at Stees, Walker & Company LLP in San Diego, California.
Laura has a really unique tax practice where she really focuses more on planning and implementation rather than compliance. Her firm does the compliance, but in her experience, it's the planning and maybe even more importantly, the implementation of the planning in which there's a big gap in the marketplace.
And we had a really interesting conversation around the things her firm does that differentiate it from other firms and their hyper focus on planning and implementation.
There are a lot of great takeaways here, and anyone with an interest in business will gain a lot from taking a listen.