EP240: Joe DiSanto - Part 1 - How To Be A CFO For Your Bookkeeping Clients

Stories are everywhere.


They’re in movies, television, books, podcasts and, yes, even in
your clients’ financial numbers.


This week’s guest knows a lot about storytelling.


Joe DiSanto is a former owner of a Los Angeles-based
multimillion-dollar production company and is now the founder of
a finance, business and real estate firm called Play Louder. He’s
basically an independent part-time Chief Financial Officer (CFO)
for small businesses.


He feels by digging into your clients’ numbers, you can unearth
the story of how healthy or unhealthy their businesses are.


Once you have that information, you become incredibly valuable
because you can update them about their situation, so they can
take action to avoid potential disaster.


During this interview, you'll also learn...



Why you should educate yourself in tax planning &
tax efficiency


Why telling your clients to do their personal finances
just like their business finances is a good idea


Why you need to encourage your customers to prepare
& save for their future



To find out more about Joe, click here.


To learn more about Play Louder, visit this
link.