Artwork for podcast Lessons by the Lake: The Oswego Private Wealth Show
An Innovative Approach to Taxes and Accounting
Episode 2226th February 2024 • Lessons by the Lake: The Oswego Private Wealth Show • Bob Bedritis
00:00:00 00:37:14

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On the latest episode of Lessons by the Lake, we're thrilled to be welcoming Scott Bargaehr, CPA at Lewis Group, to discuss a very unique model of taxes and accounting that business owners, as well as individuals, could be leveraging in today's day and age.

We'll discuss why this innovative approach is effective, how it works, and whether or not this makes sense for you and/or your business!

Chapters:

0:00 - Introduction and overview on the topic of the day

1:45 - Bob's relationship with Scott and getting to know his work at the Lewis Group

7:03 - Scott's background and life leading into the life of a CPA

7:51 - Why Scott does what he does

10:23 - The pricing and subscription model of the Lewis Group's services

16:00 - The various services packed into Scott's subscription model

19:03 - How Scott conducts his discovery with new clients

22:26 - Leveraging bright minds to focus on things that aren't your unique strength

29:05 - The importance of being prepared for the inevitable moments in life

34:40 - How to get in touch with Bob and Scott's teams

36:20 - Closing remarks


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