My guest this week on The Accounting Success Podcast was Paul Costantino, the Managing Shareholder at PDR CPAs + Advisors in Tampa/St. Pete, Florida.
Paul is a past Chairman of the Massachusetts Society of Certified Public Accountants, and has been a CPA for over 25 years. He specializes in providing clients with strategic tax planning and consulting services such as business planning, mergers & acquisitions, entity selection, budgeting, financial projections and bank financing.
Check out our conversation here: https://itun.es/us/32T9db.c
Some highlights of our discussion:
- Winning and retaining clients through ‘extreme client service’
- How to find and service international firms looking to do business in the U.S.
- Offering specialty services to differentiate your CPA firm
- Why PDR wants to grow advisory services from 25% to 40% and beyond
- “A clock is not running,” and other benefits of a fixed pricing agreement
- Big data opportunities now and looking ahead
In addition to his former role as Chairman of the Massachusetts Society of Certified Public Accountants, Paul also ran the New England Practice Management Conference for 10 years. In addition, Paul has chaired several seminars on the topics of accounting, tax, and business planning. His responsibilities at PDR include: firm administration, assisting with business development, and the shareholder group. He has authored and co-authored several books, is a member of the BDO Alliance and is very active on the AICPA Council.
PDR is a 43-year-old tax and advisory firm located between Tampa and Clearwater, with expertise in construction & real estate; healthcare & wellness; hospitality; and not-for-profit entities.
The Accounting Success Podcast is available on iTunes and airs Wednesdays at 11:00 am. You can listen anytime by going to https://itun.es/us/32T9db.c and downloading the latest episode. Or, you can tune in on YouTube on The Accounting Success channel at: https://www.youtube.com/channel/UCf8iui-YUVIhTxVCSItxV0w