Remove Financial Planning Remove Recruitment Remove Strategic Planning
article thumbnail

Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Harness Wealth

Reduced capacity for strategic planning: When resources are primarily focused on meeting compliance demands, the capacity for value-added activities like strategic tax planning and client advisory services trails off. Can you give an example of how the accountant shortage affects companies?

Taxes 52
article thumbnail

Transcript: Joanne Bradford

The Big Picture

And so we built this product called the one page plan that will literally analyze what you spend down to your DoorDash, down to your credit card, down to your Amazon, and then look at your investments and tell you you need to save $63,000 a year for the next 10 years to get even close to where you’re gonna be.

Startup 146
article thumbnail

Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Harness Wealth

Reduced capacity for strategic planning: When resources are primarily focused on meeting compliance demands, the capacity for value-added activities like strategic tax planning and client advisory services trails off. Can you give an example of how the accountant shortage affects companies?

Taxes 52