Episode 219: How Bookkeepers can work with a Financial Advisor

The Bookkeepers' Podcast · Jun 3, 2023 · 38m

Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- Jo Wood & Zoe Whitman will be joined by Tristan Johnson to talk about how bookkeepers can benefit from working closely with a financial advisor. The information in this podcast episode is provided for informational purposes and is not advice. In this episode we learn how working with a financial advisor can help your clients plan for their futures, potentially save money, and consider strategies to protect themselves and their businesses. Resources: What…