Bonus: Mastering the Art of Accounting

💼 Ever wonder what it really takes to manage complex family wealth or keep your business finances aligned across multiple entities? Discover the strategic and deeply human side of accounting in this eye-opening conversation. In this episode of Sterling Insights, co-host Mike Agol sits down with Christopher Saffron, CPA and Senior Tax Advisor at EEPB, a Houston-based full-service accounting firm. Together, they explore the world of tax planning and family wealth management, sharing valuable insights and practical tips for business owners, professionals, and multi-generational families. Christopher draws from his 17+ years of experience to discuss the nuances of managing high-net-worth clients, the “sacred trust” of being a CPA, and the challenges of delivering precise work in a deadline-driven profession. This episode is a must-listen for business owners, entrepreneurs, and anyone looking to gain clarity in their financial life, providing both knowledge and tools to navigate this essential topic.   Key Takeaways: ● 📊 Strategic Tax Alignment: Why coordinating business and personal tax returns is crucial for avoiding costly missteps. ● 🧾 The CPA as Confidant: How clients share deeply personal information—and the responsibility that comes with it. ● 🕰️ Timing is Everything: Why proactive planning (not last-minute filing) makes all the difference. ● 🌐 Specialized Services: From oil & gas outsourcing to R&D credits—how EEPB offers niche expertise across industries. ● 🤝 Relationship-Driven Success: Why long-term client relationships and understanding family dynamics are key to smart tax planning.   Quotes from Christopher Saffron: ● "Being a CPA is kind of a sacred trust—you’re dealing with people’s lives, not just their numbers." ● "We’re in an industry run by deadlines—April, September, October—and motivating clients early is a big part of our work." ● "Our ideal client is someone we can serve holistically—both business and personal—so we’re not working at cross-purposes."   🔗 Conclusion: Clear, empathetic, and strategy-focused, Christopher gives listeners a behind-the-scenes look at what it really means to be a trusted financial advisor in today’s complex world. Learn more about your ad choices. Visit megaphone.fm/adchoices