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

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

FromThe Successful Bookkeeper Podcast


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

FromThe Successful Bookkeeper Podcast

ratings:
Length:
33 minutes
Released:
Apr 13, 2021
Format:
Podcast episode

Description

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.
Released:
Apr 13, 2021
Format:
Podcast episode

Titles in the series (100)

The Successful Bookkeeper Podcast is a weekly show to help increase your confidence, work smarter and build a business you love. Each week you'll listen to inspiring guests who will share their success secrets, so you can take your bookkeeping enterprise and life to another level. Some of them include New York Times Best-Selling Author of E-Myth, Michael E. Gerber, Pure Bookkeeping Co-Founder, Debbie Roberts, the host of The Productive Woman podcast, Laura McClellan and the author of *I Know How She Does It*, Laura Vanderkam. If you're a bookkeeping business owner who is looking for an uplifting, entertaining and informative podcast exclusively for YOU then you have arrived at the right place! Get ready because your journey towards success begins — now. Your Host Michael Palmer is an acclaimed business coach who has helped hundreds of bookkeepers across the world push through their fears and exponentially grow their businesses and achieve the quality of life they've always wanted.