Will financial professionals need to change their image from being seen as bean counters to value providers?

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Blake Christian (Author & Tax Partner, HCVT LLP)

Blake Christian discusses different ways in which CPA’s can be proactive in building a relationship with their clients. He talks about how communication is key in being able to help clients with their financial issues. According to Christian, CPA’s need to know about their client’s life events either before or as they happen including buying a car or boat or a business, or getting married or divorced. He suggests that it makes a lot more sense to be proactive then having to undo their client’s bad decisions after the fact. He points out that the days of looking through the rear-view mirror are over.


About Author

Blake Christian

Author & Tax Partner, HCVT LLP

Blake brings over 35 years of providing tax consulting and compliance service to clients that include multinational, publicity traded corporations, as well as closely held owner-managed businesses. Blake’s industry experience is broad and includes manufacturing and distribution, service companies, restaurant, shipping and transportation, energy and healthcare.

Interviewed By

Vanessa Tyler

Vanessa Tyler

Sarder TV Journalist, and Emmy Award-Winning Journalist & Anchor

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