2 Reasons Why our Accounting Firm dominated the competition - CPA & Bookkeeping Firm Startup

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FeedbackWrench

FeedbackWrench

Күн бұрын

Пікірлер: 6
@michaelduran1035
@michaelduran1035 4 ай бұрын
Great video! But in regards to giving financial advice, how do you protect yourself?
@FeedbackWrench
@FeedbackWrench 4 ай бұрын
I’m not your lawyer, but if you don’t give investment selection advice and you don’t call yourself these the wrong name, you’re able to give quite a bit of perspective. All the tax and budgeting and future value stuff isn’t really regulated - it’s selling advice for investments and selling securities and selling insurance.
@annetteskeens6294
@annetteskeens6294 3 жыл бұрын
Wow! Thank you, great content .
@DreamFirms
@DreamFirms 3 жыл бұрын
Enjoyed watching your content!
@patrick553
@patrick553 3 жыл бұрын
What did you say if people asked “Are you a CPA?” Did you have to explain what an EA was or said you’re a CPA firm since your partners were CPAs?
@trytoocooks8390
@trytoocooks8390 4 ай бұрын
can you help me please
Из какого города смотришь? 😃
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