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Finding a good CPA has become increasingly difficult due to demographic shifts, increased workloads, and traditional business models. Brickley Wealth Management addresses these challenges with an integrated approach that combines tax and financial advisory services, ensuring high-quality and personalized client support.
Blog Post
by Nathan Brickley, CPA

Why It’s Hard to Find a Good CPA

Tax Planning
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Notice: The content of this post is over two years old, information may not be up to date.

Finding a good Certified Public Accountant (CPA) has become increasingly challenging in recent years. The reasons are numerous, rooted in demographic shifts, outdated business models, and the evolving landscape of financial services. Brickley Wealth breaks down the primary factors contributing to this difficulty and how our integrated approach addresses these challenges.

The Retirement Wave

The CPA community is experiencing a significant demographic shift. Many CPAs are nearing retirement age, and as they exit the workforce, there are not enough new professionals entering the field to replace them. This shortage creates a ripple effect, increasing the workload for existing CPAs and making it harder for new clients to find available and experienced professionals.

Increased Workload for Remaining CPAs

With more CPAs retiring, those who remain are taking on a heavier workload. Many CPAs have reached their capacity and made business decisions to stop accepting new clients. This saturation means that even if you find a good CPA, they may not have the bandwidth to take on your tax preparation and planning needs.

The Downside of Traditional Revenue Models

‍CPAs who focus solely on tax preparation often operate on a fixed-fee-per-return model. To maintain and grow their revenue, they must handle a large volume of tax clients. This high-volume approach can lead to overstretched resources and potentially lower the quality of service provided, as CPAs rush to meet deadlines and manage an overwhelming number of clients.

Our Comprehensive Financial Model

‍At Brickley Wealth, we take a different approach. Our business model integrates tax preparation and planning with financial advisory services. This diversified revenue stream allows us to maintain a balanced workload without relying solely on the volume of tax clients to sustain our business. By not having to increase the number of tax clients, we can focus on delivering high-quality, personalized advice with consistency.

Quality over Quantity

‍Our model enables us to restrict the number of clients we work with, ensuring we are not stretched too thin. This approach allows us to provide consistent, high-quality advice to each of our clients. We prioritize long-term relationships and comprehensive financial planning, which includes not just tax preparation but also strategic tax planning and financial advisory services under one roof.

If you are finding it hard to locate a reliable CPA, consider a firm like ours, where integrated services and a client-focused approach ensure you get consistent financial guidance. Our balanced workload and comprehensive service model are designed to meet your needs effectively, providing peace of mind and financial resilience.

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Brickley Wealth Management is a Registered Investment Adviser*. Advisory services are only offered to clients or prospective clients where Brickley Wealth Management and its representatives are properly licensed or exempt from licensure. The information throughout this website is solely for informational purposes. The content is developed from sources believed to provide accurate information, and we conduct reasonable due diligence review however, the information contained throughout this website is subject to change without notice and is not free from error. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Readers should conduct their own review and exercise judgment prior to investing and should carefully consider their own investment objectives and not rely on any post, chart, graph or marketing piece to make a decision. No investment or tax advice may be rendered by Brickley Wealth Management or Brickley & Company unless a client service agreement is in place. We are not providing any personalized investment advice through this website. Please consult your investment, tax, or legal advisor for assistance regarding your individual situation. Brickley Wealth Management does not provide legal advice, and nothing in this website shall be construed as legal advice. For more information on our firm and our advisers, please see the latest Form ADV and Part 2 Brochures and our Client Relationship Summary https://adviserinfo.sec.gov/firm/summary/287487. For a copy of our Privacy Notice, please go here.

*Please note that the term "registered investment adviser" and description of our firm and/or our associates as "registered" does not imply a certain level of skill or training.

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Key Financial Terms 
Related to this Post:

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Certified Public Accountant (CPA)

A licensed professional qualified to perform accounting, taxation.
This is some text inside of a div block.

Diversification

Spreading investments across different assets to reduce risk.
This is some text inside of a div block.

Fiduciary

A Fiduciary is an individual or organization that is legally required to act in the best interest of another person or persons, putting their clients' interests ahead of their own with a duty to preserve good faith and trust.
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Portfolio

A collection of financial assets. This can include stocks, bonds, mutual funds, exchange-traded funds (EFTs), real estate, and other types of investments.

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Contact@brickleywealth.com
(650) 638-0111

Brickley Wealth Management is a Registered Investment Adviser*. Advisory services are only offered to clients or prospective clients where Brickley Wealth Management and its representatives are properly licensed or exempt from licensure. The information throughout this website is solely for informational purposes. The content is developed from sources believed to provide accurate information, and we conduct reasonable due diligence review however, the information contained throughout this website is subject to change without notice and is not free from error. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Readers should conduct their own review and exercise judgment prior to investing and should carefully consider their own investment objectives and not rely on any post, chart, graph or marketing piece to make a decision. No investment or tax advice may be rendered by Brickley Wealth Management or Brickley & Company unless a client service agreement is in place. We are not providing any personalized investment advice through this website. Please consult your investment, tax, or legal advisor for assistance regarding your individual situation. Brickley Wealth Management does not provide legal advice, and nothing in this website shall be construed as legal advice. For more information on our firm and our advisers, please see the latest Form ADV and Part 2 Brochures and our Client Relationship Summary https://adviserinfo.sec.gov/firm/summary/287487. For a copy of our Privacy Notice, please go here.

*Please note that the term "registered investment adviser" and description of our firm and/or our associates as "registered" does not imply a certain level of skill or training.

2020 Brickley Wealth Management. All rights reserved.
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