Preview Mode Links will not work in preview mode

Financially Simple Bizcast

The Financially Simple podcast is your one-stop resource for small business owners. Gain unique insights into growing, refining, and selling businesses. You will hear ways business owners have reduced their tax liabilities, increased their income, improved office morale, saved for the retirement of their dreams, and more.
Host Justin Goodbread is a serial entrepreneur, award-winning CFP® (Certified Financial Planning professional), CEPA® (Certified Exit Planning Advisor), and CVGA® (Certified Value Growth Advisor) with years of experience guiding business owners from start to exit in their business.

Jun 22, 2020

In episode 273 of Financially Simple, Justin and Brandon Jordan continue their discussion on building a Business Success Team.

To carry on the Baseball analogy, the First Base player of your Success Team is your CPA. Justin and Brandon go over what makes for a good CPA, and how to find one.

Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening!




02:49 - Building Your Success Team: 1st Base, the CPA

03:31 - Why Do We Think of the CPA as 1st Base

05:06 - What Makes a Good CPA

09:38 - The Most Expensive CPA is a Cheap CPA

12:36 - What is a Forward-Thinking CPA

17:01 - How Do You Find a Best-in-Class CPA

22:48 - Conclusion




Financially Simple Educational Website

Financially Simple on YouTube

Financially Simple podcasts are recorded on a Blue Yeti Microphone & Samsung Notebook 9.

Subscribe to the Financially Simple Newsletter

Ask Justin a Question

NEW Book: The Ultimate Sale - A Financially Simple Guide to Selling Your Business for Maximum Profit

Brandon Jordan




Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.