EPISODE · Jun 7, 2023 · 43 MIN
#400: Does Your CPA Think Like a CFO?
from The Dentist Money Show | Financial Planning & Wealth Management
As costs rise, finances become increasingly complicated. Today the accounting services a practice owner needs must go beyond compliance work like bookkeeping and taxes. You also need help with strategic planning for the future. On this episode of the Dentist Money™ Show, Ryan interviews Jaime Staley whose firm, PJS & Co., offers comprehensive CFO and Controller services. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.
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#400: Does Your CPA Think Like a CFO?
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