Becca Johns: How Rea CPAs Is Pushing into Advisory | Capstone Conversations

Challenging the CPA mindset.

Capstone Conversations 
With Jean Caragher 

Rea & Associates is transitioning from a traditional CPA-centric model to a broader advisory role, aiming to offer services such as IT consulting and wealth management.

Becca Johns, director of practice growth, tells Jean Caragher in this episode of Capstone Conversations that the move demands major shifts in the firm’s internal mindset and culture, including redefining roles, retraining staff, and effectively communicating the new value proposition to clients.   

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