Jet Setting Wealth Advisory

Episode 6: Personalized Tax-Saving Strategies: Equipping Clients for Financial Success featuring Suzanne Engel

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Suzanne Engel, a seasoned CFO consultant from Michigan now based in Florida, is renowned for guiding entrepreneurs towards financial clarity and strategic wealth building through expert advice. As the founder of Easy Breezy Bookkeeping, she leverages her expertise as a certified QuickBooks pro advisor to innovate beyond traditional accounting practices, emphasizing the necessity of expert guidance in wealth management. Suzanne advocates for entrepreneurs to surround themselves with successful individuals and seek advice from financial advisors and attorneys, as these steps were pivotal in her own journey starting her first business at 25. By aligning personalized tax-saving strategies and financial literacy with broader wealth planning goals, Suzanne champions the use of specialized tools like trusts and business structures to successfully navigate the complexities of wealth building.


Here’s what to expect this episode:

  • Hiring experts like accountants, attorneys, and financial advisors is crucial for entrepreneurs to streamline financial processes and build wealth.
  • Understanding the role of technology in bookkeeping, the need for qualified bookkeepers, and the significance of financial literacy for long-term wealth building is crucial.
  • The importance of financial literacy and tax strategies in her client interactions and business development program.
  • Using Quickbooks Online for managing multiple companies and assets, emphasizing the need for expertise in using such software.
  • Aligning bookkeeping with larger wealth planning goals such as retirement by utilizing business assets for funding and tax deductions.
  • The importance of seeking advice from experts and surrounding oneself with successful individuals to build personal wealth effectively.


    • Connect with Suzanne Engel:

    https://www.linkedin.com/in/suzanneengel/


    Connect with David T. Yu:

    https://www.dtywealthplanningsolutions.com/

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    Jet Setting Wealth AdvisoryBy David T. Yu