Communication, Leverage, Startups and Tax Planning

The 4 Keys to Building a 100% Remote Bookkeeping Practice

The CFO College

APRIL 8, 2021

Major soft skills involve time management, effective communication, writing, reliability and responsiveness towards clients, organization, project management, and your ability to own and address your problems and mistakes. Lower taxes -- Lowering taxes seems like an obvious value, but it’s beneficial only when done correctly.

CFO

CFO Benchmarking Tax Planning Accounting

Transcript: Tom Rampulla

Barry Ritholtz

OCTOBER 19, 2022

It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. So we leverage that expertise and we help advisors speak to their clients about, you name it, market, savings, all the things that they’re talking about.

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The 4 Keys to Building a 100% Remote Bookkeeping Practice

Transcript: Tom Rampulla

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