As you may have seen in our videos for the TBA Workshop I, a core concept in the Trusted Business Advisor model is that of the General Contractor role for CPAs. Under this model, a CPA is freed from the pressure of feeling that he or she must be “all things to all people.” It allows you to specialize in what you’re good at and passionate about, while bringing in other specialists to help serve your clients’ needs as they arise.
For members, this Advisory Assistance feature of the TBA Resource Center puts at your fingertips a list of experts for you to use as subcontractors while you function as a General Contractor for them. Nearly thirty specialists with a variety of skills and backgrounds are available to assist you and your clients. Where else you can tap into this kind of intellectual capital so easily?
The most fundamental role of a CPA firm partner, and in some firms the managers, is client relationship management. An important part of this process is uncovering key issues your clients face regardless of whether or not your firm is able to resolve them. As a Trusted Business Advisor using the General Contractor model, you'll be able to help your clients deal with the full spectrum of issues from business growth, people development, marketing, to strategy.
Will you bill for your time when you’re doing this? Absolutely! Clients appreciate this level of involvement from their CPAs. It’s a win-win for everyone. And it’s key to carrying out your role as the most Trusted Business Advisor with your clients!
Hear a couple of comments from just a few of niche specialty experts we interviewed in the video below. We have over 30 full introductory videos so that you can get to know various sub-contractors, all recommended by Sid Kess, that might be beneficial as you serve your clients in the general contractor role. Because of the number of experts in our resource center, we have broken them out by special niche area. See the link below.