Bookkeeping Business Startup COACHING SESSION - Bookkeeping Sales Training
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- Опубликовано: 28 сен 2024
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As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.
Hi Rob! Fellow Minnesotan here! It was nice to listen to this conversation! Was nodding my head. Love how you helped guide her and totally agree from my experience of doing many many client calls.
I am a CPA (inactive) doing bookkeeping and accounting for SBO for a CPA firm. I learned a few things to refine my process.
I’ve been there and do everything! Client diagnosis, align on scope, pricing, engagement letters, onboarding, execute the work, caring client relationship and communication (key), billing and work with tax accountants!
Yay for the awesome sunny weather today in MN! Happy Sunday!
Right? It's unreal how beautiful it is. Just went on a walk with the family to the playground and it was like 50 degrees in the sun, when it's usually -10 and snowy. SO AWESOME!! Thanks for watching and good luck in all you do.
Hey Rob! I would be really interested in connecting with you about that small business collaboration. I'm an accountant looking to win locally in Northwest Arkansas. Getting started now, but want to scale up. Let me know how to join!
Thank you for sharing. Great information. I learn so much from all your videos! God bless!
Rob is there any training programme to follow?
www.feedbackwrench.com/accountants. My training course is RICH in ultra-helpful coaching, training and skills building.
Hey Rob,
You are doing great work, as a senior book keeper it's worth watching your content, no doubt it's helping me and i am gaining confidence with your tips.
I need little assistance in getting client on board, and how to reach out CPAs for work, please advise.
Best Regards,
Akbar Ali
head to my website, and let's do a video about it! Just reach out.
Great video Rob, thank you for creating these contents and helping fellow accountants. Love the idea of collaborating, would love to connect
Thank you for the great value. Right around 44 minutes, I was locked in. So many great ideas on marketing.
This is a wildly useful video. Thank you.
Hello, what are you suggestions to getting started with bookkeeping as a side business? I know that is a loaded question. Appreciate anything advice as it seems you really know your stuff.
can we setup a virtual event similar to this one where you can guide my subscribers and other followers that i have on other social media platforms
Absolutely - please book here: meetings.hubspot.com/rob451/fw-podcast-interview