Having a Forward-Thinking CPA on Your Success Team

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. Don't forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 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   RESOURCES: 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 Tom Barrick CFP, Waldron H. Rand & Co. Brandon Jordan _________________   BIO: 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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