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PressStarting and growing a successful business of any kind isn’t easy. More specifically, launching and growing a successful CPA firm is about being both a capable business owner and a trusted provider of services that people and companies need.
For insights into building a successful CPA firm, First Republic turned to Steve Mayer. Mayer is both a CPA and an entrepreneur who has not only been involved in starting over 18 different businesses, including two thriving Bay Area accounting firms, but has also published three books.
Mayer has been the Founder and Managing Partner of SD Mayer & Associates since 2013 and has 40 years of experience working with individuals and public and private businesses.
Read More at FirstRepublic.com
SECURITIES AND ADVISORY DISCLOSURE:
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc. Form CRS Link
DISCLAIMER:
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. The services of an appropriate professional should be sought regarding your individual situation.
HYPOTHETICAL DISCLOSURE:
The examples given are hypothetical and for illustrative purposes only.