How a CPA Becomes a Strategic Partner for Business Owners

In this interview, Partner and Practice Leader Ed Meek, CFP® talks with CPA Goreng Patel about how proactive tax planning, legal-structure decisions, and fractional CFO support can help business owners grow, protect cash flow, and prepare for major transitions like expansion or exit. The conversation also explores common mistakes owners make with bookkeeping and tax strategy, and why the best advisors act as year-round partners, not just annual tax preparers.