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02 | Steve Poliseo | How to Maintain High Performance in Accounting
Manage episode 478455634 series 3660499
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What makes a trusted advisor in accounting truly exceptional? In this episode of Going Beyond the Deal Podcast, Michael Fisher interviews Steve Poliseo, a partner at Citrin Cooperman and a highly regarded accountant in the New Jersey market. Steve shares his personal journey, from a blue-collar upbringing to becoming a trusted resource for business owners and an integral part of their success stories.
This conversation dives deep into the value of collaboration between accountants, bankers, and other advisors, showcasing how these relationships can empower businesses to thrive. Steve discusses his role as a trusted advisor, the importance of building meaningful client relationships, and how his unique perspective—shaped by both professional expertise and personal experience—has allowed him to serve clients with empathy and effectiveness.
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In This Episode You'll Learn:
- Why an accountant should be more than just a service provider—they should be a trusted advisor
- How collaboration between accountants and bankers creates stronger outcomes for clients
- The importance of asking clients what success looks like to them and tailoring advice accordingly
- Why surrounding yourself with the right team is crucial for personal and professional growth
- How mental and physical fitness contribute to maintaining high performance
- And much more…
Guest Bio:
Steve Poliseo is a partner at Citrin Cooperman, one of the nation’s leading middle-market accounting firms. With over 25 years of experience, Steve specializes in providing tax and advisory services to a diverse client base, from startups to billion-dollar enterprises. Known for his hands-on approach, Steve is dedicated to helping clients navigate complex challenges, define success, and achieve their financial goals.
Resources:
Connect with Steve on LinkedIn
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Disclaimer
The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Going Beyond the Deal podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.
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