Financially Boundless
Financially Boundless
Dane Janas, EA
Episode 1: Finding Financial Services Professionals
40 minutes Posted Jul 2, 2019 at 2:52 pm.
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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.

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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