EP241: Joe DiSanto - Part 2 - Why You Should Give Your Bookkeeping Clients A Business Health Check


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By Michael Palmer. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

CPAs are very busy people. They process an incredible amount of tax paperwork per year and provide data to their clients that may be hard to digest. Because of those reasons, according to this week’s guest, most people are unhappy with their CPAs.

Joe DiSanto is a former owner of a Los Angeles-based multimillion-dollar production company and is now the founder of finance, business, and real estate firm called Play Louder. He’s basically an independent part-time Chief Financial Officer for small businesses.

Where a CPA may fall short, DiSanto tries to fill the gap by making sure his clients know that he’s regularly available to provide his services and he helps them understand their books according to their level, save them money and just give them more than what they asked for.

During this interview, you'll learn...

  • The importance of a business health check
  • The value of uncovering your client's excessive expenses
  • How to successfully sell yourself as a bookkeeper to your future clients

To find out more about Joe, click here.

To learn more about Play Louder, visit this link.

250 episodes