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İçerik Erin Gray | Financial Coach, Former Certified Financial Planner and CFO, Erin Gray | Financial Coach, Former Certified Financial Planner, and CFO tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Erin Gray | Financial Coach, Former Certified Financial Planner and CFO, Erin Gray | Financial Coach, Former Certified Financial Planner, and CFO veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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87 | The 5 Questions You MUST Ask a CPA Before Hiring Them

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Manage episode 468733801 series 3573046
İçerik Erin Gray | Financial Coach, Former Certified Financial Planner and CFO, Erin Gray | Financial Coach, Former Certified Financial Planner, and CFO tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Erin Gray | Financial Coach, Former Certified Financial Planner and CFO, Erin Gray | Financial Coach, Former Certified Financial Planner, and CFO veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Got a question? Send me a text.

Confused as to what questions to ask when looking for a CPA? This person plays a crucial role in your financial future, tax planning, and business strategy. So how do you know if you're hiring the right one? In this episode, I’m sharing the five essential questions to ask before choosing a CPA so you can make an informed and confident decision.

In This Episode, You'll Learn:
✔️ Why having a CPA can be an investment, not just an expense
✔️ The key differences between tax filing and tax planning
✔️ How to ensure your CPA understands your industry and business needs
✔️ The importance of clear communication and pricing transparency
✔️ How to find a CPA who aligns with your financial goals and values

Loved this episode? Be sure to subscribe, share, and leave a review. It helps the show grow and I love hearing from you.

Want to learn more? Here are your next steps:

Step 1: Join my FREE Facebook Community.

Connect, share, and learn how to master your money with other women just like you.

➡️ Join here: https://www.facebook.com/groups/941450038160915

Step 2: Grab your FREE Human Design chart

Curious what your Human Design chart reveals about how you're uniquely designed to make aligned financial decisions?

➡️ Get your chart here: https://generatealifewelllived.com/receive-your-human-design-chart

Step 3: Ready to transform your relationship with money and build true financial confidence?

Let’s create a strategy that feels aligned, intentional, and empowering—just for you.

➡️ Schedule your 1-hour Money Mastery Call here: https://generatealifewelllived.com/11-support

Money doesn't have to feel overwhelming. Let's create a strategy that feels nurturing and custom to you.

From my soul to yours,

Erin

  continue reading

99 bölüm

Artwork
iconPaylaş
 
Manage episode 468733801 series 3573046
İçerik Erin Gray | Financial Coach, Former Certified Financial Planner and CFO, Erin Gray | Financial Coach, Former Certified Financial Planner, and CFO tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Erin Gray | Financial Coach, Former Certified Financial Planner and CFO, Erin Gray | Financial Coach, Former Certified Financial Planner, and CFO veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Got a question? Send me a text.

Confused as to what questions to ask when looking for a CPA? This person plays a crucial role in your financial future, tax planning, and business strategy. So how do you know if you're hiring the right one? In this episode, I’m sharing the five essential questions to ask before choosing a CPA so you can make an informed and confident decision.

In This Episode, You'll Learn:
✔️ Why having a CPA can be an investment, not just an expense
✔️ The key differences between tax filing and tax planning
✔️ How to ensure your CPA understands your industry and business needs
✔️ The importance of clear communication and pricing transparency
✔️ How to find a CPA who aligns with your financial goals and values

Loved this episode? Be sure to subscribe, share, and leave a review. It helps the show grow and I love hearing from you.

Want to learn more? Here are your next steps:

Step 1: Join my FREE Facebook Community.

Connect, share, and learn how to master your money with other women just like you.

➡️ Join here: https://www.facebook.com/groups/941450038160915

Step 2: Grab your FREE Human Design chart

Curious what your Human Design chart reveals about how you're uniquely designed to make aligned financial decisions?

➡️ Get your chart here: https://generatealifewelllived.com/receive-your-human-design-chart

Step 3: Ready to transform your relationship with money and build true financial confidence?

Let’s create a strategy that feels aligned, intentional, and empowering—just for you.

➡️ Schedule your 1-hour Money Mastery Call here: https://generatealifewelllived.com/11-support

Money doesn't have to feel overwhelming. Let's create a strategy that feels nurturing and custom to you.

From my soul to yours,

Erin

  continue reading

99 bölüm

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