Richard CanfieldPodcast Host and IBC Advisor, Ascendant Financial · Authorized Infinite Banking Practitioner | Author of 4 Books

Your CPA Doesn’t Get Paid to Tell You That… I Do | Kaitlyn Laney

2 May 2025 · 1 min

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Kaitlyn Laney works as a personal CFO coordinating with clients' CPAs on practical tasks like estimated taxes due January 15. She argues advisors who handle these details can charge meaningful fees because clients avoid penalties and see clear financial benefits.

Chapters

There's a lot they have going on, and they have multiple advisors on their team. And so I can come in and almost be that personal CFO is. Hey, let's get your. Let's get your CPA on the phone right now and make sure that we have the appropriate estimated taxes paid for your January 15th tax bill. Oh, I have to pay my taxes by January 15th this year. Why did my CPA not tell me that? Well, they don't get paid too. I do. So we want to make sure we don't pay more in penalties, taxes, and interest. So let's get that done. And so it's just those, like, simple things that I think when you're on. When I'm on their team, it's a completely different relationship. And that, for me, has been empowering. And for those listening, I think that would be the challenge. Right. Is how are you creating a product or a service that helps empower people to add real value to their lives? Because if there's real value, the price point becomes less important, and you can offer really dynamic pricing when you're bringing real value to people and solving real problems.