Case Study: New Vision CPA Group achieves holistic financial planning and stronger client relationships with eMoney

New Vision CPA Creates Opportunities and Strengthens Client Relationships with eMoney

New Vision CPA Group, led by CEO Jody Padar, is a cloud‑first firm serving S corporations and small businesses that needed a single, holistic view of clients’ personal and business finances after automated tax‑filing services began eroding traditional 1040 revenue. To address this, New Vision turned to eMoney’s collaborative financial planning platform—including its Client Portal, account aggregation, interactive cash‑flow and goal‑setting tools—to deliver integrated tax, business, and personal planning.

Using eMoney, New Vision implemented interactive plans, real‑time tracking, and remote collaboration that let advisors and clients explore scenarios and manage goals together; Padar even refocused her book of business to target clients for holistic planning. The results with eMoney include stronger client trust, clients transferring assets to the firm, and a measurable sales cadence (Padar reports closing at least one financial plan per month), positioning financial planning as a core offering in every package.

New Vision CPA Group

Jody Padar

CEO