Building Financial Literacy and Trust with Small Business Clients

Federal Tax Updates

Вміст надано Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Earmark Media, Roger Harris, EA, Annie Schwab, and CPA або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

10M ago 44:05

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Joey Vrooman, CPA, joins the show today and helps explain the importance of working to educate clients on financial literacy, despite common disinterest. He discusses tactics for simplifying complex terminology, using visual tools, meeting clients at their level, and the "win win" benefits for both advisor and business owner.

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(00:00) - Federal Tax Updates Episode 21
(01:11) - Welcome Joey to the show
(03:02) - Defining financial literacy
(06:04) - Teaching clients to understand finances
(16:02) - Understanding client personalities and tailoring communication
(18:54) - Managing pricing and margins during inflation
(22:57) - Keeping financial information simple yet accurate
(27:33) - Answering client questions on financial decisions
(30:42) - Documentation to protect against liability risks
(33:48) - Year-end tax planning with clients
(39:28) - Confusion caused by media coverage and ERTC mills
(43:32) - Wrap up and remember to subscribe

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Connect with Joey
https://www.linkedin.com/in/joey-vrooman-cpa-87371568

Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab

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This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

44 епізодів

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