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Richard Muscio, CPA

Due Diligence Project
Director of Leadership Training
rjm@fabcpas.com
(619) 818-6624

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Richard Muscio is the Director of Leadership Training for Perfect Client Pro. In this role, Richard teaches CPAs how to operate as the “CPA Firm of the Future” in order to reach new levels of efficiency, to truly differentiate from competitors, and to become more profitable while creating a lot more time for what is most important. Mr. Muscio draws upon his experience of reducing his personal client base from over 700 to his 6 best clients, which all happen to be Family Offices that he now manages and assists with Wealth Transfer Planning, Income Tax Controversy Representation, and Family Collaboration and Governance. Richard is also a CPA thought leader, bestselling author, motivational speaker, collaboration expert, community leader, radio talk show host and filmmaker.

About Us: The Due Diligence Project enables highly qualified CPAs to participate in a revolutionary, open-source, independent, peer-reviewed Due Diligence Community of over 500 Elite CPA Firms, Family Offices, and other Leading Specialty Firms.

Qualified members gain instant access to the community's independent Due Diligence notes, ratings, rankings, and opinion letters on cutting-edge, best-in-class (peer-reviewed) tax & cost mitigation strategies. Access to this community and resources enable elite CPA firms to deliver significantly more value and multiply their 5 & 6 figure planning engagements, while eliminating the risk and the time it takes to successfully complete their diligence.

They also earn a VFO Certification and achieve tremendous confidence to retain & attract more high-net-worth clients by delivering client results that are greater than traditional firms.

Archived Webinars

THRIVE AS A CPA FIRM OF THE FUTURE
Recorded Date April 28, 2016  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
OPERATE AS THE CPA FIRM OF THE FUTURE
Recorded Date August 3, 2015  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other