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Episode 1: Finding Financial Services Professionals
Manage episode 311915330 series 3201021
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In our first-ever episode of the FINANCIALLY BOUNDLESS podcast, I cover a topic near-and-dear to my heart: how to find certified financial services professionals, including tax professionals, financial planners, insurance agents, bookkeepers, accountants, and payroll professionals. Join us for a quick rundown of the how to find great, qualified professionals to help you manage your financial life.
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Links mentioned in this episode:
Tax professionals: IRS Return Preparer Directory
Accountants: CPAVerify
Certified Financial Planners: LetsMakeAPlan.org
Insurance Agents: Search Google to find website for your specific state
Bookkeepers: Quickbooks ProAdvisor Directory
Payroll Professionals: American Payroll Association
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