Posts tagged ‘Wealth’

Why Your Level of Wealth Can Be Dictated By How You Select Your Accountant

By: Todd Bates

As people grow in their business and careers they tend to seek professionals help with various tasks. No one can make it on the road to success in business by themselves. Whether your goal is $100,000 or $100 million you will need the expertise of others to help you get to the next level.

For many entrepreneurs, the challenge of selecting the right people is what prevents them from achieving success. Generally the process to select professional help is merely based on referrals from a trusted friend or advisor.

While trusted referrals are a sufficient short term solution, it won’t necessarily give you the RIGHT person to catapult your business to the next level. Your friend might be well intentioned, but what works for them may not be in line with your specific business goals.

For example, let’s take the process of finding an accountant.

The right accountant will keep you on the path of wealth building while the wrong one lead you down a path of startling IRS notifications. Most often people choose their accountant too quickly and without asking the right questions.

When interviewing a prospective accountant most people ask questions such as:

  • How long have you been in business?
  • How many clients do you help each year?
  • How much are your fees?

While these questions are practical, in reality they won’t reveal the big picture or determine if the candidate is the right match for you. Comparatively, a question like, how much money do you make each year? digs deep on whether or not the applicant can truly help you.

It’s a telling question.

You certainly don’t want an accountant to help you who makes less than you. Even more, you don’t want an accountant who struggles on their own bills!
The phrase “do as I say, not as I do” is not one that you want in an accountant (or any professional you hire for that matter).

When it comes to hiring a professional you want someone who can help you reach higher in your goals, not keep you maintaining the status quo.

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As a Colorado native, Todd Bates played professional soccer while attending Colorado State. Todd Bates has been an entrepreneur from the day he graduated from college.

As a pioneer in the marketing field Todd has created 47 different companies that have helped small businesses put strategies into action that quickly increase their sales.
He is well known for his ability to get attendees to overcome their fears to take their business to the next level. Specializing in direct response marketing, sales conversion methods, and social marketing strategies, Todd has a passion for helping individuals and business improve their bottom line.

Click here to discover how you can build your wealth through marketing systems that won’t rely on you to succeed.

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IAWAB Faculty Expert-Anita Renee Johnson

Anita Renee’ Johnson, is a Wealth Management Coach for women.

Armed with a BBA in Accounting and a MS in Taxation, Anita Renee’ decided to continue her education with a PhD in Finance. (Graduation Date 2011) 

She focuses her efforts on women’s growing concern around retirement. Estimation show that 80% of women will retire in poverty. With this information Anita Renee’ assist women in financial plan spending, wage gap disparities, wealth building and maintenance, through one on one consulting, training seminars, and keynote speaking.

 Visit Anita Renee at her LinkedIn website http://www.linkedin.com/in/anitarjohnson and www.facebook.com/anitareneej. for additional information and viewing her full bio.

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