Behind the Scenes: The Enrolled Agent's Guide to Financial Success episode artwork

EPISODE · Jul 25, 2023 · 27 MIN

Behind the Scenes: The Enrolled Agent's Guide to Financial Success

from Profit First for Real Estate Investors with David Richter · host David Richter

We have our CFO Series for this episode of the Profit First for the REI podcast!Alexis Sidney, a seasoned Chief Financial Officer, joined us in the show as she shared how she made an impact as a fractional CFO. How CFOs make a difference? How did they make an impact? Listen as she answers these questions. Alexis also talks about the struggles that they see daily. Enjoy the show!Key Takeaways:[01:00] Introducing Alexis Sidney[03:10] What does she do as an EA?[06:37] Interesting part of the CFO Role[08:15] Different types of struggle people encounter[15:56] Benefits of Profit First for Alexis as CFO[19:40] Pros of working with a CFO[23:48] Alexis' advice for real estate investors[26:48] Connect with Alexis and Simple CFOQuotes:[06:52] "There was something more just behind a profit and loss report... those number means something."[12:55] "It does take time for people to trust you, and you can't overwhelm them by forcing them... just assure them."[20:12] "Working with a CFO allows you to have that person on your shoulder."Connect with Alexis:Website: https://simplecfo.com/ Tired of living deal to deal? If you are a real estate investor or business owner who is tired of living deal to deal and want to double your profits, head over here to book your no-obligation discovery call with me. Either myself or someone from my team will hop on a short call with you to get clear on your business goals, remove any obstacles holding you back, and map out a game plan to help you finally start keeping more of the money you work so hard to make. - David

Episode metadata supplied by the publisher feed · Published Jul 25, 2023

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We have our CFO Series for this episode of the Profit First for the REI podcast! Alexis Sidney, a seasoned Chief Financial Officer, joined us in the show as she shared how she made an impact as a fractional CFO. How CFOs make a difference? How did they make an impact? Listen as she answers these questions. Alexis also talks about the struggles that they see daily. Enjoy the show! Key Takeaways: [01:00] Introducing Alexis Sidney [03:10] What does she do as an EA? [06:37] Interest...

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Behind the Scenes: The Enrolled Agent's Guide to Financial Success

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This episode was published on July 25, 2023.

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