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  2. A business owner’s journey to time, mind, and money freedom: Part 1{PFP Section}

A business owner’s journey to time, mind, and money freedom: Part 1{PFP Section}

Dec 09, 2022

For the last 20 years, Mackey McNeill, CPA/PFS, has been working on building and delivering Prosper for Business. This life changing system has facilitated her clients to achieve the 3 freedoms of money. The methodology is relevant whether you are a CPA financial planner with your own practice or you are advising clients on their businesses.  In part 1 of this 4-part series, Mackey shares:

  • How she went from having the largest CPA firm in her city to intentionally pulling it apart and redesigning her business
  • What she learned about humans and change that helped her make a larger impact in the lives of her clients
  • Why CPAs have an advantage over others when it comes to coaching
  • The five rungs of the Prosperity Ladder
  • The upside of open book management

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfp to access show notes with direct links.

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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