Feb 27 2025 24 mins
Confused as to what questions to ask when looking for a CPA? This person plays a crucial role in your financial future, tax planning, and business strategy. So how do you know if you're hiring the right one? In this episode, I’m sharing the five essential questions to ask before choosing a CPA so you can make an informed and confident decision.
In This Episode, You'll Learn:
✔️ Why having a CPA can be an investment, not just an expense
✔️ The key differences between tax filing and tax planning
✔️ How to ensure your CPA understands your industry and business needs
✔️ The importance of clear communication and pricing transparency
✔️ How to find a CPA who aligns with your financial goals and values
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Want to learn more? Here are your next steps:
Step 1: Join my FREE Facebook Community
➡️ Join here: https://www.facebook.com/groups/941450038160915
Step 2: Ready to feel more confident with your money using Human Design? Join my FREE 4-part video workshop series where I show you how to use your unique decision-making skills with money.
➡️ Sign up now: https://generatealifewelllived.com/create-financial-ease-with-human-design
Step 3: Want to work together to transform your relationship with money and build true financial confidence?
➡️ Book your 1:1 coaching call here - https://generatealifewelllived.com/11-support
Money doesn't have to feel overwhelming. Let's create a strategy that feels aligned and empowering for you.
From my soul to yours,
Erin