Financially Boundless
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Financially Boundless episodes

  • Finding Financial Services Professionals
    In our first-ever episode of the FINANCIALLY BOUNDLESS podcast, I cover a topic near-and-dear to my heart: how to find certified financial services professionals, including tax professionals, financial planners, insurance agents, bookkeepers, accountants, and payroll professionals. Join us for a quick rundown of the how to find great, qualified professionals to help you manage your financial life. Links mentioned in this episode: Tax professionals: IRS Return Preparer DirectoryAccountants: CPAVerifyCertified Financial Planners: LetsMakeAPlan.orgInsurance Agents: Search Google to find website for your specific stateBookkeepers: Quickbooks ProAdvisor DirectoryPayroll Professionals: American Payroll Association
    42 min

About Financially Boundless

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The Financially Boundless Podcast talks about all aspects of managing your personal finances - from how to seek out qualified professionals, the best budgeting tools, tax tips, tips on becoming an…