In episode 6 of the Big 4 Transparency podcast, I am joined by Craig Hausz, co-founder and CEO of CMH Advisors. What makes Craig’s experience unique is that in addition to being a CPA, he is also a Certified Financial Planner, which allows his firm to offer both tax & accounting services as well as wealth management. In this episode we discuss the synergies in offering both services to clients, giving a more 360 coverage of clients’ financial wellbeing while maximizing profitability. We discuss the difference in pricing models in financial advisory versus accounting services and how accounting professionals can do a better job in valuing the services they offer. We also cover topics like the 150 hour rule, variable compensation based on billing, and the early days of launching CMH advisors. 

This episode is sponsored by Pluvo, by r ...