This week I sat down with bookkeeper, Greg Higdon to discuss the importance of having a bookkeeper and what working with one can do for your business. Greg Higdon is the Founder of Grow the Books, a bookkeeping company for small businesses. With over 13 years of experience in education, he teaches his clients so…
HOW DO I BETTER UNDERSTAND MY PAYCHECK? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll be taking time to address and answer questions I’ve come across from readers and clients throughout…
This week I sat down with CPA, Josh Bauerle. Josh is a CPA an the founder of CPA on Fire, a tax and accounting firm that specializes in working with online based entrepreneurs. HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: An overview of some of the big changes with the new tax reform. Updates to…
This week I sat down with CPA and Tax Professional, John McCarthy. John is a CPA and founder of McCarthy Tax Preparation and Advisor Facing Tax where he has helped families and small businesses with income taxes and planning for the past 15+ years. He is also a past member of XY Planning Network, a…
This week I sat down with CPA for Creatives, Amy Northard. Amy Northard, CPA provides tax preparation and bookkeeping services to creative small business owners. After graduation from Indiana University, and then passing the Certified Public Accountant’s exam, Amy began working at a small/mid-sized accounting firm, primarily with small businesses and personal taxes. Although she…
