Tag: Certified Public Accountant

Joe the CPA: More than a Numbers Man

By Thomas J. Stanley on Oct 12th, 2010 in Mentor's Corner

In my last blog, I profiled Joe the extraordinary CPA who had over 800 clients [from Networking with the Affluent].*  To understand his success one needs to examine the eight roles that Joe played in addition to being a conventional accountant for his clients.  Note that he never charged a fee for these services.   1.  The Purchasing Agent.  As […]