Episode Details

Every entrepreneur has a CPA—but how many actually hear from theirs more than once a year? Jessica Chompff and Charlene Carpenter, the sister team behind CC Group Advisors in Dallas-Fort Worth, decided that once-a-year tax prep wasn't good enough. They built their entire firm around monthly client meetings and working exclusively with business owners.

Jessica holds CPA, MST, and CTP credentials and handles deep tax research and strategy vetting. Charlene is the relationship builder and decision maker who got her start at a tax office after having her first daughter. Together they've earned the nickname "the CPA Sisters."

In this episode, they talk about:

– How they caught missed tax opportunities for a C Corp client that had been getting IRS notices for years
– Why their proactive monthly model replaces the reactive once-a-year approach most firms use
– Their involvement with ProVisors, the professional referral network built on Know, Like, Trust, Refer
– What makes them work so well together—and the specific strengths each sister brings

Learn more at ccgroupadvisors.com