24 min listen
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
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)
EP23: Mira Salter - The Power Of Having A Bookkeeping Niche: Niverville, Manitoba. The population is around 3500. You'd figure running a bookkeeping business there would be extremely challenging. Well, it can be unless you're our guest today, Mira Salter. She is the owner of Emerald Tree Accounting Services who... by The Successful Bookkeeper Podcast