The Power of Data Mining in CPA Firms

Welcome back to Let’s Talk Tax, the show for growth-minded CPAs and real estate professionals. In today’s episode, host Justin Gephart and his colleague Jerry Hammel, CPA, dive into the untapped potential of your firm’s records, also known as a data goldmine. They introduce ‘Hidden in Plain Sight,’ a practical framework for mining existing data to uncover growth triggers, embedding expansion opportunities into client relationships, and leveraging service lines at key moments in the client lifecycle.

Join us as we discuss how to make the most out of your existing client base and avoid the common pitfalls in expanding service lines.