Financially Boundless

Find the Top Financial Pros


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(This episode was re-recorded and re-released on 9/4/2019)

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 Directory
  • Accountants: CPAVerify
  • Certified Financial Planners: LetsMakeAPlan.org
  • Insurance Agents: Search Google to find website for your specific state
  • Bookkeepers: Quickbooks ProAdvisor Directory
  • Payroll Professionals: American Payroll Association
...more
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Financially BoundlessBy Dane Janas, EA