[E-Booklet] The Friendly Spreadsheet Guide to Hiring Financial and Legal Pros
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This is the FAQ for when, why, and how to get a CPA/attorney/financial planner! It includes Q&A, a pep talk, a checklist for interviewing prospective pros, and a handy reference for when to call your CPA/attorney/financial planner before acting so they can save you some pain and money.
I wrote this guide in response to the many lovely humans who have asked me to be their CPA. I'm no longer in public practice, but I still want you to have professional advisors who suit you and are worth their fees. I've been nervous on both sides of the table (the pro side and the prospective client side), and this guide gives you the background knowledge and supportive tools to proceed, if not with confidence, at least with MORE confidence.
The questions answered include:
This is the FAQ for when, why, and how to get a CPA/attorney/financial planner! It includes Q&A, a pep talk, a checklist for interviewing prospective pros, and a handy reference for when to call your CPA/attorney/financial planner before acting so they can save you some pain and money.
I wrote this guide in response to the many lovely humans who have asked me to be their CPA. I'm no longer in public practice, but I still want you to have professional advisors who suit you and are worth their fees. I've been nervous on both sides of the table (the pro side and the prospective client side), and this guide gives you the background knowledge and supportive tools to proceed, if not with confidence, at least with MORE confidence.
The questions answered include:
- What kinds of professional help can I hire for my small business?
- How do I know when it is time to hire professional help for my business?
- How do I find a good professional to hire?
- How do I know I’ve found the right professional for my business?
- What else do I need to know about working with a lawyer/accountant/financial planner?
This package includes
- a PDF downloadable file
- an .epub downloadable file
- access to any future updated electronic editions of the booklet
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$19
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