EPISODE · Feb 27, 2025 · 24 MIN
87 | The 5 Questions You MUST Ask a CPA Before Hiring Them
from Your Money, Your Rules | Financial Mastery, Wealth Mindset, Leadership Principles, Intuitive Decision-Making, Human Design · host Erin Gray | Financial Coach, Former Certified Financial Planner and CFO
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 Loved this episode? Be sure to subscribe, share, and leave a review. It helps the show grow and I love hearing from you.Ways to Connect with Me and Learn More:Apply to Work with MeGenerate a Life Well Lived WebsiteInstagramLinkedInYouTubeGrab your free Human Design chartFoundational Resources
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What this episode covers
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 ...
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87 | The 5 Questions You MUST Ask a CPA Before Hiring Them
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