Jul 23, 2020
In episode 282 of Financially Simple, Justin, Brandon Jordan, and special guest Tom Barrick of Waldron H. Rand & Co. discuss the benefits of a forwarding thinking CPA on your Team.
As a Business Owner building your Success Team, it is important to have the right players on your side. Justin, Brandon, and Tom continue the baseball analogy and talk about the importance of having a capable CPA that knows the ins and outs of taxes and the law to make the best possible decisions when it comes to growing your business.
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01:57 - Having a Forward-Thinking CPA on Your Success Team
04:24 - Client Persona
06:01 - What’s the Pitch?
08:21 - Professional Costs
11:27 - Tax Planning
13:30 - Teamwork
16:07 - CPAs and CFPs
19:48 - Other Team Members
21:48 - Communication
23:44 - Words of Wisdom
26:29 - Wrap Up
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Justin A. Goodbread, CFP®, CEPA,
CVGA, is a nationally recognized financial planner, business
educator, wealth manager, author, speaker, and entrepreneur. He has
20+ years of experience teaching small business owners how to
start, buy, grow, and sell businesses. He is a multi-year recipient
of the Investopedia Top 100 Advisor and 2018 Exit Planning
Institute’s Exit Planner Leader of the Year.
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