Business Leaders Podcast

The firm’s job is to go out and find the right answer to, the best answer. Kurtz Fargo serves emerging growth businesses, with the common thread between those companies being that they are growing rapidly and they need a firm that’s helping them plan and strategize throughout their growth process. Matt Fargo’s firm also serves high-net-worth and ultra-high-net-worth individual clients. It turns out that the planning and the strategy work that is done for a business is very similar to that required to properly serve high-net-worth and ultra-high-net-worth individuals. Unfortunately, most individuals, whether ultra-high-net-worth or not, have never experienced true planning and strategy services with their accounting firm, as most firms, solo practitioner to the Big 4, have not trained their teams to think this way. Kurtz Fargo trains their people to think strategically rather than being purely compliance focused, which is unfortunately where most accounting firms focus all of their time and efforts