Learn why talking to your advisor before you act isn’t just smart—it’s essential for entrepreneurial success!

Welcome to another enlightening episode of the Empowering Entrepreneurs Podcast! In this conversation, Glenn Harper and Julie Smith talk about a topic every entrepreneur needs to hear: “What entrepreneurs should be asking their CPA right now.”

If you’ve ever made a big financial move for your business—like selling stock, making a large purchase, or considering a Roth conversion—without looping in your tax advisor, you’re not alone.

Glenn Harper and Julie Smith share their candid insights on why a quick phone call to your CPA can be the difference between an average outcome and an optimal one.

They discuss the importance of tax planning, avoiding knee-jerk decisions, and how even small tweaks can have a big impact on your bottom line.

PureTax, LLC

Here are 3 key takeaways for entrepreneurs and decision-makers:

Don’t Go It Alone: Before making any material financial move, reach out to your CPA or advisory team. A quick call could dramatically improve your results.
Proper Planning = Better Outcomes: Acting on impulse might get the job done, but strategic planning can help you minimize taxes and maximize your benefits.
It’s Easier to Ask for Permission: Give your CPA a heads up before acting, because sometimes “asking for forgiveness” means missed opportunities that can’t be undone.

Running a business doesn’t have to run your life.

Without a business partner who holds you accountable, it’s easy to be so busy ‘doing’ business that you don’t have the right strategy to grow your business.

Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for success

Our clients enjoy a proactive partnership with us. Schedule a consultation with us today.

Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.

Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year.

An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.

Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast.

Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus, OH with her family and enjoys travel, coaching basketball, sporting events, and the occasional shopping spree.

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What Entrepreneurs Should Be Asking Their CPA Right Now