Sonia Rosa

– The Confident Retirement Podcast with Kris Flammang Episode 029: Sonia Rosa

Sonia I. Rosa, CPA has worked in corporate and public accounting for over 20 years. She has an MBA from Methodist University. In 2016, she took a leap of faith and started her own firm working on accounting and taxes helping small business owners. She has a passion for helping others achieve their financial goals in the shortest amount of time possible. Sonia’s some areas of expertise include cash-flow management, tax planning and preparation, and part-time CFO services Sonia is an avid trail runner and loves participating in obstacle course races.

Listen to this dynamic The Confident Retirement Podcast episode with Sonia Rosa delved into how businesses and people’s needs are different in regards to everything. Being a CPA, she also shared her insights about people’s challenges in their businesses and how she was able to help them.

Here is what to expect on this week’s show:

-Sonia’s story on how she decided to open up her own firm

-Talking about cookie-cutter programs

-What is the common CFO type of service she does?

-What is the blind spot that she typically sees to business owners?

-Unique challenges in taxation that business owners are having that aren’t true to individual people

-What are some of the common steps on a roadmap for business people?

-The biggest opportunity and obstacle for her and to accounting firms

Connect with Sonia

Guest Contact Info: (910) 364-9115

Website: https://www.soniarosallc.com/

LinkedIn: https://www.linkedin.com/in/soniarosacpa/

E-mail: [email protected]

Connect with Kris

Website: https://www.lpfadvisors.com/

LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

Twitter: @kflammang

Highlights:

[03:09-03:28]

“Well, it is challenging, because it is not authentic in my opinion. And I see it works for some people very well, they're very successful. But unfortunately, it doesn't. It has not worked for me.”

[05:01-05:14]

“They work really hard. They want to keep the most of their money. Pay the least amount in taxes in a legal way.”

[06:28-06:45]

And then when they come to see like, they're in a tangled web. It's a tangled web. And then of course, then they “Oh, I wish I will have talked to somebody new or whomever a long time ago, instead of waiting.”

[09:49-10:11]

“Everybody's different. And then, I live in Florida, go from Florida to Atlanta, maybe It doesn't require that much planning. But if I'm trying to go from Florida to Washington State, there's going to be a lot of road planning for that.”

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