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The Benefits of Having a CPA and An Accountant Working Under One Roof

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Manage episode 238679160 series 1056289
Content provided by David Cristello and Jetpack Workflow. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Cristello and Jetpack Workflow 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://player.fm/legal.

Aside from being a partner at L&H, Kyle is also the owner of Atlas Wealth Advisors where also provides clients with a comprehensive roadmap to meet their financial goals. He spends a considerable about of time on continuing education, attaining advanced designations from The Booth School of Business in Chicago and The Wharton School of Business in Pennsylvania. In addition to writing The Personal CFO, Kyle has been featured in the following:

He’s also been interviewed on Fox News & NBC. An endless passion for entrepreneurship and helping others understand finance guides Kyle’s days, but the reason behind it all centers around maintaining and creating the best possible world for his three favorite girls ever: his wife, Jennifer and his daughters, Olivia & Claire. When he’s not spending time with his family or working, Kyle spends a fair amount of time hunting for spicy salsa around town and reading.

  continue reading

348 episodes

Artwork
iconShare
 
Manage episode 238679160 series 1056289
Content provided by David Cristello and Jetpack Workflow. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Cristello and Jetpack Workflow 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://player.fm/legal.

Aside from being a partner at L&H, Kyle is also the owner of Atlas Wealth Advisors where also provides clients with a comprehensive roadmap to meet their financial goals. He spends a considerable about of time on continuing education, attaining advanced designations from The Booth School of Business in Chicago and The Wharton School of Business in Pennsylvania. In addition to writing The Personal CFO, Kyle has been featured in the following:

He’s also been interviewed on Fox News & NBC. An endless passion for entrepreneurship and helping others understand finance guides Kyle’s days, but the reason behind it all centers around maintaining and creating the best possible world for his three favorite girls ever: his wife, Jennifer and his daughters, Olivia & Claire. When he’s not spending time with his family or working, Kyle spends a fair amount of time hunting for spicy salsa around town and reading.

  continue reading

348 episodes

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