Financially Boundless

Finding Financial Services Professionals


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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
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Financially BoundlessBy Dane Janas, EA