Welcome back to The Richer Geek Podcast! Today’s guest is Chase Insogna, founder of Insogna CPA, a highly successful CPA and investment advisory firm based in Austin, Texas. Chase specializes in helping business owners not only manage their finances but also strategically grow their wealth while building their businesses.

In this episode, we're discussing...

• Why finding a CPA who doubles as a business advisor can transform your financial strategy

• The importance of proactive communication and collaboration with your CPA

• What to expect during the client onboarding process with a CPA

• Proven strategies to minimize taxes and save money as a business owner

• Smart investment approaches to build long-term wealth while running a business

 

Resources from Chase

LinkedIn | Insogna CPA 

Resources from Mike and Nichole

Gateway Private Equity Group |  Nic's guide