CPAs
topic on 3 shows · 5 statements across 3 episodes
My First Million 
A Product Market Fit Show 
Top Founders
5 statements about CPAs, every show
Nagpal: Tax preparers typically do not provide proactive tax strategy
“The person filing your taxes
Typically doesn't do that much strategy.
it's sort of just why, like, even if let's say you want to set up a trust, you need an estate attorney who's different from your financial advisor, who's different from your accountant.”
Kravshik: Luminari founders did over 500 customer discovery interviews with CPAs
“At the end of it, we ended up having over 500 one-on-one conversations with 500 different CPAs, and then we'd also talk to the other side as well, the hiring managers, about what was broken with the hiring process.”
Kravshik: Most CPAs Know What They Don't Want, Not What They Want
“And I'd say the biggest insight that we came to in accounting through this process of Interviewing tons and tons of CPAs was that most of them didn't know what they wanted, but they did know what they didn't want.”