Simple Retirement Plan Advising feat Jason Ackerman, CPA

*FACULTY:* Jason Ackerman, CPA aka J-Rabbit aka the Accounting High Lunch Lady
*CLASS:* #Shoperations

In this episode, Jason Ackerman, CPA, co-founder of WealthRabbit, discusses the importance of accountants providing advisory services and setting up retirement plans for clients. Ackerman explains the challenges and opportunities in offering simple IRAs, SEPs, and other retirement plans, and emphasizes the need for accountants to evolve from mere compliance work to value-driven services. The conversation delves into the development of WealthRabbit, the integration with payroll systems, and the importance of customer service in both accounting and software businesses.

📣 *Shout Outs:* Bernie Ackerman, BNA CPAs & Advisors, Gusto, Ron Baker, Fidelity, Guideline, Human Interest, ADP, Finch, Intuit, Paychex, OnPay

⬇️ *Videos Referenced* ⬇️
_$6M Tax Firm, Building a CAS Practice, Implementing EOS, with NO Timesheets! | Jason Ackerman, CPA_
(https://youtu.be/PkI8FW7lozU)

*Chapters:*
00:00 Introduction
00:35 Jason Ackerman's Career Update
02:01 Firm Updates and New Hires
04:05 Combining Wealth and Tax Services
06:17 Retirement Planning Advisory
18:37 Understanding Simple IRA Compliance
19:14 Revenue Sharing for Accountants
20:50 Setting Up Retirement Plans with WealthRabbit
21:37 Employee Engagement and Education
24:17 Managing Investments and Portfolios
27:52 WealthRabbit's Dashboard and Integrations
34:40 Customer Support and Service
37:27 Jason Graduates from Accounting High

🔗 *Connect With Us On LinkedIn!* 🔗

*Jason Ackerman, CPA*
📎 https://www.linkedin.com/in/jasonlackerman/

*Scotty OKR Scarano*
📎 https://www.linkedin.com/in/scottscarano/

*Accounting High*
📎 https://www.linkedin.com/company/accounting-high/
📎 https://www.accountinghigh.com/

Видео Simple Retirement Plan Advising feat Jason Ackerman, CPA канала Accounting High TV