How should a practice go about converting the staple annual compliance work into cash cow advisory work that is truly valued by clients?
In this episode of Tax Yak, Robyn yaks with Brent Szalay, Managing Director, SEIVA, about how his practice has successfully changed the lives of their business clients. The SEIVA philosophy is to make positive changes through designing a strategic plan and establishing a clear vision and purpose by working closely and regularly with their clients. Brent explains how starting a conversation on tax compliance serves as a base from which valuable strategic discussions can emerge.
Host: Robyn Jacobson, Senior Tax Trainer, TaxBanter
Guest: Brent Szalay, Managing Director, SEIVA
Recorded: 3 June 2019