• #30: My Accountant is Retiring with Magen Koepp

  • Jul 31 2024
  • Length: 34 mins
  • Podcast

#30: My Accountant is Retiring with Magen Koepp

Listen for free

View show details

  • Summary

  • In the latest episode of Q&A Over Coffee, our host, Adam Hennen, is joined by Magen Koepp, Principal of Audit and ERISA. They discuss a pressing issue: 70% of current CPAs are expected to retire in the next decade. What should we do to prepare? Magen and Adam guide us through the process, from managing transition periods to transferring administrative responsibilities. Organizations with in-house accountants need to be aware of this shift. One popular solution is hiring a “Fractional CFO,” which is ideal for small businesses that require CFO services only part of the year. Additionally, Magen and Adam offer insights on finding the right accountant by matching your needs to their expertise. They delve into proactive planning strategies to address the inevitable retirement of your CPA.
    Show More Show Less
Economics
Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2
activate_samplebutton_t1

What listeners say about #30: My Accountant is Retiring with Magen Koepp

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available