Sarah Bradley, CPA/PFS, took a leap from being an employee to being a first-time business owner practicing in tax compliance and personal financial planning. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, facilitates Sarah to share her story so that you can benefit from her experiences. They discuss:

How Sarah made her way to her current role as partner in a CPA financial planning firm
How she decided to go from employee to business owner and to a very different role in her work
What armed her with the ability to make such a bold decision and build the skills needed
What got her through a pandemic the first year in business and a partner diagnosed with brain cancer in the fourth
How her firm decided their service offering, including not to provide investment advice
How she manages time for financial planning in the face of tax compliance deadlines
How coaching and mentoring has supported her along the way
What she sees for the future of CPAs in financial planning

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Listen to other episodes in this series.
Save the date for ENGAGE 2024 where you will find the most technically advanced learning in PFP, tax, and estate planning.
Save the date for the How to build your CPA financial planning practice workshop in advance of ENGAGE on June 2nd.

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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Deeper CPA financial planner connections with Sarah Bradley {PFP Section}

AICPA Personal Financial Planning (PFP)