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Your Money, Your Rules | Financial Freedom, Money Management, Scarcity Mindset, Budgeting, Financial Planning
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87 | The 5 Questions You MUST Ask a CPA Before Hiring Them
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Content provided by Erin Gray | Spiritual Wealth Coach, Former Certified Financial Planner and CFO, Erin Gray | Spiritual Wealth Coach, Former Certified Financial Planner, and CFO. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Erin Gray | Spiritual Wealth Coach, Former Certified Financial Planner and CFO, Erin Gray | Spiritual Wealth Coach, Former Certified Financial Planner, and CFO or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Got a question? Send me a text.
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.
Want to learn more? Here are your next steps:
Step 1: Join my FREE Facebook Community.
Connect, share, and learn how to master your money with other women just like you.
➡️ Join here: https://www.facebook.com/groups/941450038160915
Step 2: Grab your FREE Human Design chart
Curious what your Human Design chart reveals about how you're uniquely designed to make aligned financial decisions?
➡️ Get your chart here: https://generatealifewelllived.com/receive-your-human-design-chart
Step 3: Ready to transform your relationship with money and build true financial confidence?
Let’s create a strategy that feels aligned, intentional, and empowering—just for you.
➡️ Schedule your free clarity call here (https://tidycal.com/eringray/30-min-call-with-erin)
Money doesn't have to feel overwhelming. Let's create a strategy that feels nurturing and custom to you.
From my soul to yours,
Erin
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