EP241: Joe DiSanto - Part 2 - Why You Should Give Your Bookkeeping Clients A Business Health Check
CPAs are very busy people. They process an incredible amount of tax
paperwork per year and provide data to their clients that may be
hard to digest. Because of those reasons, according to this week’s
guest, most people are unhappy with their CPAs....
31 Minuten
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vor 4 Jahren
CPAs are very busy people.
They process an incredible amount of tax paperwork per year and
provide data to their clients that may be hard to digest.
Because of those reasons, according to this week’s guest, most
people are unhappy with their CPAs.
Joe DiSanto is a former owner of a Los Angeles-based
multimillion-dollar production company and is now the founder of
finance, business, and real estate firm called Play Louder. He’s
basically an independent part-time Chief Financial Officer for
small businesses.
Where a CPA may fall short, DiSanto tries to fill the gap by
making sure his clients know that he’s regularly available to
provide his services and he helps them understand their books
according to their level, save them money and just give them more
than what they asked for.
During this interview, you'll learn...
The importance of a business health check
The value of uncovering your client's excessive
expenses
How to successfully sell yourself as a bookkeeper to
your future clients
To find out more about Joe, click here.
To learn more about Play Louder, visit this
link.
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